AKRIX Mutual Fund

AKRIX Mutual Fund

NAV$67.30
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Returns Overview

1 Month
-5.35%
3 Months
-3.65%
6 Months
+2.58%
YTD
+4.33%
1 Year
+3.71%
3 Years (annualized)
+18.72%
5 Years (annualized)
+9.27%
10 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AKRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.33%
Peer Avg (YTD)
+14.91%
vs Peers
-10.58%

AKRIX Mutual Fund Performance

AKRIX performance across multiple time periods: 1-month -5.35%, YTD 4.33%, 1-year 3.71%, 3-year 18.72%, 5-year 9.27%, 10-year 14.27%.

AKRIX returns trail the peer average of 14.91% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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