AXBAX Mutual Fund

NAV$15.04

Returns Overview

1 Month
-0.73%
3 Months
+12.03%
6 Months
+10.03%
YTD
+9.48%
1 Year
+21.57%
3 Years (annualized)
+17.02%
5 Years (annualized)
+8.64%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AXBAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+6.73%
vs Peers
+2.76%

AXBAX Mutual Fund Performance

AXBAX performance across multiple time periods: 1-month -0.73%, YTD 9.48%, 1-year 21.57%, 3-year 17.02%, 5-year 8.64%, 10-year 11.45%.

AXBAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

AXBAX performance comparison shows side-by-side returns with another fund. AXBAX alternatives are available in the Mutual Fund Screener.