EXBAX Mutual Fund

NAV$14.65

Returns Overview

1 Month
+0.54%
3 Months
+5.65%
6 Months
+2.07%
YTD
+1.93%
1 Year
+6.10%
3 Years (annualized)
+7.31%
5 Years (annualized)
+2.72%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXBAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+4.14%
vs Peers
-2.21%

EXBAX Mutual Fund Performance

EXBAX performance across multiple time periods: 1-month 0.54%, YTD 1.93%, 1-year 6.10%, 3-year 7.31%, 5-year 2.72%, 10-year 5.31%.

EXBAX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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