AXBIX Mutual Fund

AXBIX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
-3.65%
3 Months
-5.23%
6 Months
-3.32%
YTD
-3.46%
1 Year
-2.16%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.84%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXBIX 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
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
-3.46%
Peer Avg (YTD)
-3.84%
vs Peers
+0.38%

AXBIX Mutual Fund Performance

AXBIX performance across multiple time periods: 1-month -3.65%, YTD -3.46%, 1-year -2.16%, 3-year 3.66%, 5-year 0.84%, 10-year 2.01%.

AXBIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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