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Anaxis Short Duration J (0P0000VBN1)

1,690.69 -0.75 (-0.04%)
At close: January 8 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.05%
5y Average Return 3.76%
Number of Years Up 11
Number of Years Down 1
Best 1Y Total Return (Jan 8, 2025) 12.80%
Worst 1Y Total Return (Jan 8, 2025) --
Best 3Y Total Return 12.80%
Worst 3Y Total Return 1.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000VBN1
Category
YTD
5.63%
0.00%
1-Month
0.52%
0.00%
3-Month
1.52%
0.00%
1-Year
6.98%
0.00%
3-Year
4.61%
0.00%
5-Year
3.76%
0.00%
10-Year
3.42%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000VBN1
Category
2024
--
--
2023
9.56%
--
2022
-1.63%
--
2021
2.72%
--
2020
2.44%
--
2019
6.34%
--
2018
1.28%
--
2017
2.65%
--

2016
3.98%
--
2015
1.78%
--
2014
2.09%
--
2013
5.12%
--
2012
12.80%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.25% 1.35% 1.94% --
2023 2.71% 1.61% 1.70% 3.23%
2022 -1.28% -4.89% 0.80% 3.93%
2021 0.79% 0.87% 0.52% 0.51%
2020 -7.63% 6.58% 1.93% 2.08%
2019 2.72% 1.26% 1.12% 1.11%
2018 0.48% 0.27% 1.30% -0.77%
2017 0.67% 0.73% 0.73% 0.49%
2016 0.64% 1.22% 1.24% 0.82%
2015 1.77% 0.30% -0.36% 0.07%

2014 1.30% 1.10% 0.39% -0.70%
2013 1.00% 0.22% 2.23% 1.59%
2012 6.12% 0.29% 2.63% 3.27%
2011 0.43% -5.80% 4.89% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 3.86%
3-Year 3.61%
5-Year 3.16%
10-Year 3.13%

Performance & Risk

YTD Return 0.05%
5y Average Return 3.76%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Anaxis Asset Management
Net Assets --
YTD Return 5.63%
Yield 0.00%
Morningstar Rating
Inception Date Jun 04, 2020

Fund Summary

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