AXSAX Mutual Fund

AXSAX Mutual Fund

NAV$8.54
See how much of AXSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.42%
3 Months
+0.58%
6 Months
+0.57%
YTD
+1.88%
1 Year
+3.47%
3 Years (annualized)
+6.02%
5 Years (annualized)
+3.33%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+2.15%
vs Peers
-0.27%

AXSAX Mutual Fund Performance

AXSAX performance across multiple time periods: 1-month 0.42%, YTD 1.88%, 1-year 3.47%, 3-year 6.02%, 5-year 3.33%.

AXSAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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