AXMNX Mutual Fund

AXMNX Mutual Fund

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

AXMNX Mutual Fund Performance

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

AXMNX returns trail the peer average of 9.15% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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