PortfoliosLab logoPortfoliosLab logo

Sortino ratio is not yet available for OIOIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares AXS Income Opportunities Fund's Sortino Ratio with other mutual funds in the Preferred Stock/Convertible Bonds category across multiple time periods, showing how OIOIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
DPIIXDestra Flaherty & Crumrine Preferred and Income Fund5.94
PISHXCohen & Steers Preferred Securities and Income SMA Shares5.71
CPXIXCohen & Steers Preferred Securities and Income Fund, Inc.5.29
PCSFXPrincipal Capital Securities Fund5.10
NPSRXNuveen Preferred Securities & Income Fund5.02
LPXZXCohen & Steers Low Duration Preferred and Income Fund5.00
FPEIXFirst Trust Preferred Securities and Income Fund4.57
PFINXPIMCO Preferred and Capital Securities Fund4.12
CICVXCalamos Convertible Fund4.11
CCVIXCalamos Convertible Fund4.09
OIOIXAXS Income Opportunities Fund

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows OIOIX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when OIOIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


Loading charts...

Sortino Ratio Calculator

IHow does OIOIX fit in your portfolio?

Add your other holdings to see your portfolio's Sortino Ratio and find out.

Analyze Your Portfolio