AXBIX Mutual Fund

AXBIX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
-0.10%
3 Months
-0.98%
6 Months
-1.85%
YTD
+0.20%
1 Year
+3.80%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.84%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXBIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+0.15%
vs Peers
+0.05%

AXBIX Mutual Fund Performance

AXBIX performance across multiple time periods: 1-month -0.10%, YTD 0.20%, 1-year 3.80%, 3-year 3.66%, 5-year 0.84%, 10-year 2.01%.

AXBIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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