EXBAX Mutual Fund

EXBAX Mutual Fund

NAV$14.60
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Returns Overview

1 Month
+1.37%
3 Months
+2.19%
6 Months
+2.61%
YTD
+3.60%
1 Year
+6.82%
3 Years (annualized)
+8.04%
5 Years (annualized)
+2.76%
10 Years (annualized)
+5.59%

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
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🏦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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+3.78%
vs Peers
-0.17%

EXBAX Mutual Fund Performance

EXBAX performance across multiple time periods: 1-month 1.37%, YTD 3.60%, 1-year 6.82%, 3-year 8.04%, 5-year 2.76%, 10-year 5.59%.

EXBAX returns trail the peer average of 3.78% 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.