AXSPX Mutual Fund

AXSPX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
+6.63%
3 Months
+12.79%
6 Months
+23.60%
YTD
+26.57%
1 Year
+26.47%
3 Years (annualized)
+12.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXSPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+26.57%
Peer Avg (YTD)
+11.21%
vs Peers
+15.36%

AXSPX Mutual Fund Performance

AXSPX performance across multiple time periods: 1-month 6.63%, YTD 26.57%, 1-year 26.47%, 3-year 12.94%.

AXSPX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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