AXSAX Mutual Fund

AXSAX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-0.17%
3 Months
+0.42%
6 Months
+1.04%
YTD
+1.45%
1 Year
+3.95%
3 Years (annualized)
+6.81%
5 Years (annualized)
+3.91%

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
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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)
+1.45%
Peer Avg (YTD)
+0.12%
vs Peers
+1.33%

AXSAX Mutual Fund Performance

AXSAX performance across multiple time periods: 1-month -0.17%, YTD 1.45%, 1-year 3.95%, 3-year 6.81%, 5-year 3.91%.

AXSAX returns outperform the peer average of 0.12% 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.