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Axos Financial, Inc. (AX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS05465C1009
CUSIP05465C100
SectorFinancial Services
IndustryBanks—Regional

Highlights

Market Cap$3.07B
EPS$6.74
PE Ratio8.02
Revenue (TTM)$940.19M
Gross Profit (TTM)$702.02M
Year Range$32.05 - $60.00
Target Price$68.17
Short %15.57%
Short Ratio11.59

Share Price Chart


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Compare to other instruments

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Axos Financial, Inc.

Popular comparisons: AX vs. VOO, AX vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Axos Financial, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%50.00%NovemberDecember2024FebruaryMarchApril
33.70%
17.14%
AX (Axos Financial, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Axos Financial, Inc. had a return of -9.10% year-to-date (YTD) and 33.09% in the last 12 months. Over the past 10 years, Axos Financial, Inc. had an annualized return of 9.51%, while the S&P 500 had an annualized return of 10.79%, indicating that Axos Financial, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-9.10%7.41%
1 month-1.92%-0.81%
6 months39.14%18.38%
1 year33.09%23.57%
5 years (annualized)9.71%12.02%
10 years (annualized)9.51%10.79%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.52%-5.97%3.68%
2023-12.14%-4.83%6.22%42.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AX is 73, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of AX is 7373
Axos Financial, Inc.(AX)
The Sharpe Ratio Rank of AX is 7373Sharpe Ratio Rank
The Sortino Ratio Rank of AX is 7373Sortino Ratio Rank
The Omega Ratio Rank of AX is 6868Omega Ratio Rank
The Calmar Ratio Rank of AX is 7777Calmar Ratio Rank
The Martin Ratio Rank of AX is 7373Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Axos Financial, Inc. (AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AX
Sharpe ratio
The chart of Sharpe ratio for AX, currently valued at 0.76, compared to the broader market-2.00-1.000.001.002.003.004.000.76
Sortino ratio
The chart of Sortino ratio for AX, currently valued at 1.52, compared to the broader market-4.00-2.000.002.004.006.001.52
Omega ratio
The chart of Omega ratio for AX, currently valued at 1.17, compared to the broader market0.501.001.501.17
Calmar ratio
The chart of Calmar ratio for AX, currently valued at 0.76, compared to the broader market0.001.002.003.004.005.006.000.76
Martin ratio
The chart of Martin ratio for AX, currently valued at 2.76, compared to the broader market0.0010.0020.0030.002.76
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.15, compared to the broader market-2.00-1.000.001.002.003.004.002.15
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.11, compared to the broader market-4.00-2.000.002.004.006.003.11
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.63, compared to the broader market0.001.002.003.004.005.006.001.63
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.76, compared to the broader market0.0010.0020.0030.008.76

Sharpe Ratio

The current Axos Financial, Inc. Sharpe ratio is 0.76. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.76
2.15
AX (Axos Financial, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Axos Financial, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-20.13%
-2.49%
AX (Axos Financial, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Axos Financial, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Axos Financial, Inc. was 70.49%, occurring on Nov 24, 2008. Recovery took 269 trading sessions.

The current Axos Financial, Inc. drawdown is 20.13%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.49%Mar 18, 2005921Nov 24, 2008269Jan 27, 20101190
-67.32%Jun 7, 2018451Mar 23, 2020223Feb 9, 2021674
-62.09%Oct 13, 201584Feb 11, 2016496Jan 31, 2018580
-46.31%Nov 26, 2021494Nov 13, 2023
-38.84%May 4, 201083Aug 30, 2010424May 4, 2012507

Volatility

Volatility Chart

The current Axos Financial, Inc. volatility is 9.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
9.30%
3.24%
AX (Axos Financial, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Axos Financial, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items