AXBAX Mutual Fund

AXBAX Mutual Fund

NAV$14.94
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Returns Overview

1 Month
+2.60%
3 Months
+1.15%
6 Months
+8.48%
YTD
+11.56%
1 Year
+18.75%
3 Years (annualized)
+17.36%
5 Years (annualized)
+8.46%
10 Years (annualized)
+11.24%

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)
+11.56%
Peer Avg (YTD)
+7.17%
vs Peers
+4.39%

AXBAX Mutual Fund Performance

AXBAX performance across multiple time periods: 1-month 2.60%, YTD 11.56%, 1-year 18.75%, 3-year 17.36%, 5-year 8.46%, 10-year 11.24%.

AXBAX returns outperform the peer average of 7.17% 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.