ANZCX Mutual Fund

ANZCX Mutual Fund

NAV$44.08
See how much of ANZCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.97%
3 Months
-8.24%
6 Months
+7.67%
YTD
+8.18%
1 Year
+22.40%
3 Years (annualized)
+15.98%
5 Years (annualized)
+5.44%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANZCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+8.18%
Peer Avg (YTD)
+10.47%
vs Peers
-2.29%

ANZCX Mutual Fund Performance

ANZCX performance across multiple time periods: 1-month -0.97%, YTD 8.18%, 1-year 22.40%, 3-year 15.98%, 5-year 5.44%, 10-year 12.01%.

ANZCX returns trail the peer average of 10.47% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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