AZNAX Mutual Fund

AZNAX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
-3.26%
3 Months
+0.38%
6 Months
+4.48%
YTD
+6.63%
1 Year
+11.45%
3 Years (annualized)
+11.22%
5 Years (annualized)
+5.46%
10 Years (annualized)
+8.78%

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
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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)
+6.63%
Peer Avg (YTD)
+5.54%
vs Peers
+1.09%

AZNAX Mutual Fund Performance

AZNAX performance across multiple time periods: 1-month -3.26%, YTD 6.63%, 1-year 11.45%, 3-year 11.22%, 5-year 5.46%, 10-year 8.78%.

AZNAX returns outperform the peer average of 5.54% 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.