AZMAX Mutual Fund

AZMAX Mutual Fund

NAV$23.84
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Returns Overview

1 Month
-6.15%
3 Months
+1.18%
6 Months
+6.13%
YTD
+15.78%
1 Year
+31.83%
3 Years (annualized)
+13.21%
5 Years (annualized)
+3.60%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZMAX 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
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📉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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+15.78%
Peer Avg (YTD)
+17.66%
vs Peers
-1.88%

AZMAX Mutual Fund Performance

AZMAX performance across multiple time periods: 1-month -6.15%, YTD 15.78%, 1-year 31.83%, 3-year 13.21%, 5-year 3.60%, 10-year 7.15%.

AZMAX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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