AXBAX Mutual Fund

AXBAX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
-0.68%
3 Months
+2.83%
6 Months
+6.85%
YTD
+8.74%
1 Year
+18.63%
3 Years (annualized)
+15.68%
5 Years (annualized)
+8.40%
10 Years (annualized)
+10.97%

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)
+8.74%
Peer Avg (YTD)
+6.57%
vs Peers
+2.17%

AXBAX Mutual Fund Performance

AXBAX performance across multiple time periods: 1-month -0.68%, YTD 8.74%, 1-year 18.63%, 3-year 15.68%, 5-year 8.40%, 10-year 10.97%.

AXBAX returns outperform the peer average of 6.57% 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.