AXVNX Mutual Fund

AXVNX Mutual Fund

NAV$21.45
See how much of AXVNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.80%
3 Months
+5.58%
6 Months
+9.42%
YTD
+18.36%
1 Year
+20.50%
3 Years (annualized)
+13.06%
5 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXVNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+18.36%
Peer Avg (YTD)
+15.20%
vs Peers
+3.16%

AXVNX Mutual Fund Performance

AXVNX performance across multiple time periods: 1-month -0.80%, YTD 18.36%, 1-year 20.50%, 3-year 13.06%, 5-year 10.28%.

AXVNX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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