AXSAX Mutual Fund

AXSAX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
+0.32%
3 Months
+0.97%
6 Months
+1.63%
YTD
+1.63%
1 Year
+4.35%
3 Years (annualized)
+6.41%
5 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXSAX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+3.23%
vs Peers
-1.60%

AXSAX Mutual Fund Performance

AXSAX performance across multiple time periods: 1-month 0.32%, YTD 1.63%, 1-year 4.35%, 3-year 6.41%, 5-year 3.44%.

AXSAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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