Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AX (Axos Financial, Inc.) | 1.92% | 26.11% | 30.36% | 12.32% | 16.42% | 23.74% | 21.01% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AX (Axos Financial, Inc.) | 03/17/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 26.11 | 30.36 | 12.32 | 16.42 | 23.74 | 21.01 | … | … | 1.92 | 26.23 | 30.57 | 42.86 | -31.64 | 48.97 | 23.94 | 20.25 | -15.79 | 4.73 | 35.63 | 8.21 | -0.79 | 182.02 | 71.14 | 4.77 | 55.10 | 110.53 | -33.57 | 3.17 | -13.38 | -30.56 |
| Sharpe Ratio | NA | 0.63 | 0.63 | 0.26 | 0.36 | NA | NA | … | … | -0.01 | 0.73 | 0.60 | 0.75 | -0.79 | 1.51 | 0.34 | 0.60 | -0.51 | 0.13 | 0.65 | 0.14 | -0.02 | 4.92 | 3.27 | 0.12 | 1.18 | 2.12 | -0.56 | 0.01 | -0.66 | -1.04 |
| Standard Deviation(%) | NA | 32.48 | 39.50 | 40.49 | 42.42 | NA | NA | … | … | 36.58 | 32.44 | 40.29 | 51.91 | 41.92 | 32.52 | 69.21 | 31.38 | 33.34 | 31.88 | 54.02 | 58.59 | 37.32 | 37.02 | 21.94 | 39.34 | 46.58 | 52.14 | 61.34 | 23.56 | 25.47 | 37.73 |
| Draw Down(%) | NA | 19.04 | 34.92 | 46.31 | 67.32 | NA | NA | … | … | 19.04 | 22.90 | 22.78 | 34.77 | 43.45 | 16.13 | 52.09 | 26.80 | 45.29 | 31.77 | 35.82 | 49.46 | 37.78 | 16.29 | 10.35 | 26.49 | 38.84 | 23.64 | 57.71 | 13.10 | 24.30 | 32.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AX (Axos Financial, Inc.) |
-21.73%
Nov 2005 – Nov 2008 |
-6.26%
Sep 2015 – Sep 2020 |
6.45%
Nov 2013 – Nov 2023 |
16.09%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AX (Axos Financial, Inc.) |
83.29%
Feb 2011 – Feb 2014 |
83.03%
Nov 2008 – Nov 2013 |
41.10%
Nov 2008 – Nov 2018 |
29.67%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart