AZNAX Mutual Fund

AZNAX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
-0.84%
3 Months
-3.28%
6 Months
+4.12%
YTD
+6.41%
1 Year
+9.75%
3 Years (annualized)
+11.42%
5 Years (annualized)
+4.97%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZNAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.41%
Peer Avg (YTD)
+6.28%
vs Peers
+0.13%

AZNAX Mutual Fund Performance

AZNAX performance across multiple time periods: 1-month -0.84%, YTD 6.41%, 1-year 9.75%, 3-year 11.42%, 5-year 4.97%, 10-year 8.60%.

AZNAX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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