AXBAX Mutual Fund

AXBAX Mutual Fund

NAV$14.50
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Returns Overview

1 Month
-1.28%
3 Months
-0.27%
6 Months
+2.55%
YTD
+8.44%
1 Year
+9.80%
3 Years (annualized)
+18.93%
5 Years (annualized)
+7.99%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXBAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+6.22%
vs Peers
+2.22%

AXBAX Mutual Fund Performance

AXBAX performance across multiple time periods: 1-month -1.28%, YTD 8.44%, 1-year 9.80%, 3-year 18.93%, 5-year 7.99%, 10-year 10.53%.

AXBAX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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