AZNAX Mutual Fund

NAV$12.04

Returns Overview

1 Month
+0.03%
3 Months
+11.23%
6 Months
+8.84%
YTD
+8.19%
1 Year
+16.40%
3 Years (annualized)
+12.64%
5 Years (annualized)
+5.74%
10 Years (annualized)
+9.25%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+5.87%
vs Peers
+2.32%

AZNAX Mutual Fund Performance

AZNAX performance across multiple time periods: 1-month 0.03%, YTD 8.19%, 1-year 16.40%, 3-year 12.64%, 5-year 5.74%, 10-year 9.25%.

AZNAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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