AXSAX Mutual Fund

AXSAX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
-1.14%
3 Months
-0.89%
6 Months
+0.08%
YTD
+0.72%
1 Year
+1.62%
3 Years (annualized)
+6.02%
5 Years (annualized)
+3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXSAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+0.50%
vs Peers
+0.22%

AXSAX Mutual Fund Performance

AXSAX performance across multiple time periods: 1-month -1.14%, YTD 0.72%, 1-year 1.62%, 3-year 6.02%, 5-year 3.33%.

AXSAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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