AXVIX Mutual Fund

AXVIX Mutual Fund

NAV$21.97
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Returns Overview

1 Month
+1.46%
3 Months
+5.76%
6 Months
+13.49%
YTD
+19.47%
1 Year
+32.21%
3 Years (annualized)
+12.48%
5 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXVIX 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
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+19.47%
Peer Avg (YTD)
+15.31%
vs Peers
+4.16%

AXVIX Mutual Fund Performance

AXVIX performance across multiple time periods: 1-month 1.46%, YTD 19.47%, 1-year 32.21%, 3-year 12.48%, 5-year 10.93%.

AXVIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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