AZNCX Mutual Fund

AZNCX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
-1.00%
3 Months
-4.62%
6 Months
+6.30%
YTD
+3.63%
1 Year
+5.82%
3 Years (annualized)
+10.56%
5 Years (annualized)
+4.17%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZNCX 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
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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)
+3.63%
Peer Avg (YTD)
+4.96%
vs Peers
-1.33%

AZNCX Mutual Fund Performance

AZNCX performance across multiple time periods: 1-month -1.00%, YTD 3.63%, 1-year 5.82%, 3-year 10.56%, 5-year 4.17%, 10-year 7.78%.

AZNCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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