ANVMX Mutual Fund

ANVMX Mutual Fund

NAV$11.56
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Returns Overview

1 Month
-4.01%
3 Months
+6.30%
6 Months
+8.51%
YTD
+8.40%
1 Year
+17.33%
3 Years (annualized)
+18.53%
5 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANVMX 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)
+8.40%
Peer Avg (YTD)
+9.89%
vs Peers
-1.49%

ANVMX Mutual Fund Performance

ANVMX performance across multiple time periods: 1-month -4.01%, YTD 8.40%, 1-year 17.33%, 3-year 18.53%, 5-year 12.18%.

ANVMX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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