AZMAX Mutual Fund

AZMAX Mutual Fund

NAV$23.22
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Returns Overview

1 Month
-1.40%
3 Months
-3.36%
6 Months
+17.12%
YTD
+17.29%
1 Year
+18.18%
3 Years (annualized)
+17.70%
5 Years (annualized)
+4.49%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZMAX 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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+17.29%
Peer Avg (YTD)
+20.48%
vs Peers
-3.19%

AZMAX Mutual Fund Performance

AZMAX performance across multiple time periods: 1-month -1.40%, YTD 17.29%, 1-year 18.18%, 3-year 17.70%, 5-year 4.49%, 10-year 7.34%.

AZMAX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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