AZNIX Mutual Fund

AZNIX Mutual Fund

NAV$12.48
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Returns Overview

1 Month
-0.79%
3 Months
-3.20%
6 Months
+4.28%
YTD
+6.56%
1 Year
+10.03%
3 Years (annualized)
+11.68%
5 Years (annualized)
+5.22%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZNIX 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)
+6.56%
Peer Avg (YTD)
+6.28%
vs Peers
+0.28%

AZNIX Mutual Fund Performance

AZNIX performance across multiple time periods: 1-month -0.79%, YTD 6.56%, 1-year 10.03%, 3-year 11.68%, 5-year 5.22%, 10-year 8.91%.

AZNIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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