AXMIX Mutual Fund

NAV$12.95

Returns Overview

1 Month
+2.07%
3 Months
+1.81%
6 Months
+10.22%
YTD
+7.38%
1 Year
+0.19%
3 Years (annualized)
+11.36%
5 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXMIX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Mid Cap Value Total Return Index
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+9.15%
vs Peers
-1.77%

AXMIX Mutual Fund Performance

AXMIX performance across multiple time periods: 1-month 2.07%, YTD 7.38%, 1-year 0.19%, 3-year 11.36%, 5-year 11.22%.

AXMIX returns trail the peer average of 9.15% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

AXMIX performance comparison shows side-by-side returns with another fund. AXMIX alternatives are available in the Mutual Fund Screener.