ANZAX Mutual Fund

ANZAX Mutual Fund

NAV$43.23
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Returns Overview

1 Month
-0.90%
3 Months
-8.06%
6 Months
+8.09%
YTD
+8.82%
1 Year
+23.52%
3 Years (annualized)
+16.77%
5 Years (annualized)
+6.20%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANZAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+10.47%
vs Peers
-1.65%

ANZAX Mutual Fund Performance

ANZAX performance across multiple time periods: 1-month -0.90%, YTD 8.82%, 1-year 23.52%, 3-year 16.77%, 5-year 6.20%, 10-year 12.83%.

ANZAX returns trail the peer average of 10.47% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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