AXVIX Mutual Fund

AXVIX Mutual Fund

NAV$21.46
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Returns Overview

1 Month
-0.72%
3 Months
+5.65%
6 Months
+9.59%
YTD
+18.61%
1 Year
+20.84%
3 Years (annualized)
+13.36%
5 Years (annualized)
+10.21%

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)
+18.61%
Peer Avg (YTD)
+15.20%
vs Peers
+3.41%

AXVIX Mutual Fund Performance

AXVIX performance across multiple time periods: 1-month -0.72%, YTD 18.61%, 1-year 20.84%, 3-year 13.36%, 5-year 10.21%.

AXVIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.58%, 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.