ANVLX Mutual Fund

ANVLX Mutual Fund

NAV$11.23
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Returns Overview

1 Month
-4.13%
3 Months
+6.09%
6 Months
+8.15%
YTD
+7.94%
1 Year
+16.55%
3 Years (annualized)
+17.82%
5 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANVLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+9.89%
vs Peers
-1.95%

ANVLX Mutual Fund Performance

ANVLX performance across multiple time periods: 1-month -4.13%, YTD 7.94%, 1-year 16.55%, 3-year 17.82%, 5-year 11.51%.

ANVLX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

ANVLX vs another fund shows side-by-side returns. ANVLX alternatives are available in the Mutual Fund Screener.