AZNIX Mutual Fund

AZNIX Mutual Fund

NAV$12.61
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Returns Overview

1 Month
-3.20%
3 Months
+0.48%
6 Months
+4.63%
YTD
+6.76%
1 Year
+12.24%
3 Years (annualized)
+11.23%
5 Years (annualized)
+5.47%
10 Years (annualized)
+8.74%

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)
+6.76%
Peer Avg (YTD)
+5.54%
vs Peers
+1.22%

AZNIX Mutual Fund Performance

AZNIX performance across multiple time periods: 1-month -3.20%, YTD 6.76%, 1-year 12.24%, 3-year 11.23%, 5-year 5.47%, 10-year 8.74%.

AZNIX returns outperform the peer average of 5.54% 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.