AZMAX Mutual Fund

NAV$23.35

Returns Overview

1 Month
+0.41%
3 Months
+21.19%
6 Months
+23.36%
YTD
+21.37%
1 Year
+41.41%
3 Years (annualized)
+17.98%
5 Years (annualized)
+3.71%
10 Years (annualized)
+8.34%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+21.37%
Peer Avg (YTD)
+23.08%
vs Peers
-1.71%

AZMAX Mutual Fund Performance

AZMAX performance across multiple time periods: 1-month 0.41%, YTD 21.37%, 1-year 41.41%, 3-year 17.98%, 5-year 3.71%, 10-year 8.34%.

AZMAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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