AXVNX Mutual Fund

AXVNX Mutual Fund

NAV$21.56
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Returns Overview

1 Month
-4.53%
3 Months
-3.92%
6 Months
+7.41%
YTD
+12.05%
1 Year
+15.05%
3 Years (annualized)
+13.06%
5 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXVNX 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
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+12.05%
Peer Avg (YTD)
+10.34%
vs Peers
+1.70%

AXVNX Mutual Fund Performance

AXVNX performance across multiple time periods: 1-month -4.53%, YTD 12.05%, 1-year 15.05%, 3-year 13.06%, 5-year 10.28%.

AXVNX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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