AXSIX Mutual Fund

AXSIX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-0.13%
3 Months
+0.52%
6 Months
+1.14%
YTD
+1.70%
1 Year
+4.32%
3 Years (annualized)
+7.31%
5 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXSIX 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)
+1.70%
Peer Avg (YTD)
+0.12%
vs Peers
+1.58%

AXSIX Mutual Fund Performance

AXSIX performance across multiple time periods: 1-month -0.13%, YTD 1.70%, 1-year 4.32%, 3-year 7.31%, 5-year 4.37%.

AXSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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