AXVNX Mutual Fund

NAV$22.53

Returns Overview

1 Month
+1.81%
3 Months
+7.23%
6 Months
+13.10%
YTD
+18.52%
1 Year
+30.61%
3 Years (annualized)
+14.20%
5 Years (annualized)
+10.22%

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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+18.52%
Peer Avg (YTD)
+18.52%
vs Peers
-0.01%

AXVNX Mutual Fund Performance

AXVNX performance across multiple time periods: 1-month 1.81%, YTD 18.52%, 1-year 30.61%, 3-year 14.20%, 5-year 10.22%.

AXVNX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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