AZNAX Mutual Fund

AZNAX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
-0.98%
3 Months
-4.44%
6 Months
+6.69%
YTD
+4.26%
1 Year
+6.73%
3 Years (annualized)
+11.42%
5 Years (annualized)
+4.97%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZNAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+4.96%
vs Peers
-0.71%

AZNAX Mutual Fund Performance

AZNAX performance across multiple time periods: 1-month -0.98%, YTD 4.26%, 1-year 6.73%, 3-year 11.42%, 5-year 4.97%, 10-year 8.60%.

AZNAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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