EXBAX Mutual Fund

EXBAX Mutual Fund

NAV$14.87
See how much of EXBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
+2.14%
6 Months
+1.09%
YTD
+2.21%
1 Year
+6.82%
3 Years (annualized)
+7.09%
5 Years (annualized)
+2.62%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXBAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+3.39%
vs Peers
-1.18%

EXBAX Mutual Fund Performance

EXBAX performance across multiple time periods: 1-month 0.27%, YTD 2.21%, 1-year 6.82%, 3-year 7.09%, 5-year 2.62%, 10-year 5.08%.

EXBAX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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