AXVNX Mutual Fund

AXVNX Mutual Fund

NAV$22.64
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Returns Overview

1 Month
+1.44%
3 Months
+5.69%
6 Months
+13.36%
YTD
+19.31%
1 Year
+31.89%
3 Years (annualized)
+12.19%
5 Years (annualized)
+11.01%

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
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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)
+19.31%
Peer Avg (YTD)
+15.31%
vs Peers
+4.00%

AXVNX Mutual Fund Performance

AXVNX performance across multiple time periods: 1-month 1.44%, YTD 19.31%, 1-year 31.89%, 3-year 12.19%, 5-year 11.01%.

AXVNX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.73%, 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.