ANYCX Mutual Fund

ANYCX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-3.72%
3 Months
-5.58%
6 Months
-3.52%
YTD
-3.42%
1 Year
-2.38%
3 Years (annualized)
+2.73%
5 Years (annualized)
-0.41%
10 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANYCX 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
PROUpgrade to run
📉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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.42%
Peer Avg (YTD)
-3.84%
vs Peers
+0.42%

ANYCX Mutual Fund Performance

ANYCX performance across multiple time periods: 1-month -3.72%, YTD -3.42%, 1-year -2.38%, 3-year 2.73%, 5-year -0.41%, 10-year 0.78%.

ANYCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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