AX vs. ^SP500TR
Compare and contrast key facts about Axos Financial, Inc. (AX) and S&P 500 Total Return (^SP500TR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AX or ^SP500TR.
Correlation
The correlation between AX and ^SP500TR is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AX vs. ^SP500TR - Performance Comparison
Key characteristics
AX:
0.57
^SP500TR:
1.90
AX:
1.26
^SP500TR:
2.54
AX:
1.14
^SP500TR:
1.35
AX:
1.02
^SP500TR:
2.87
AX:
1.96
^SP500TR:
12.20
AX:
11.94%
^SP500TR:
1.98%
AX:
41.37%
^SP500TR:
12.77%
AX:
-70.49%
^SP500TR:
-55.25%
AX:
-22.98%
^SP500TR:
-4.20%
Returns By Period
In the year-to-date period, AX achieves a -4.51% return, which is significantly lower than ^SP500TR's -0.89% return. Both investments have delivered pretty close results over the past 10 years, with AX having a 12.87% annualized return and ^SP500TR not far ahead at 13.30%.
AX
-4.51%
-16.02%
7.48%
25.92%
17.86%
12.87%
^SP500TR
-0.89%
-3.60%
4.47%
23.49%
13.95%
13.30%
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Risk-Adjusted Performance
AX vs. ^SP500TR — Risk-Adjusted Performance Rank
AX
^SP500TR
AX vs. ^SP500TR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Axos Financial, Inc. (AX) and S&P 500 Total Return (^SP500TR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Drawdowns
AX vs. ^SP500TR - Drawdown Comparison
The maximum AX drawdown since its inception was -70.49%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for AX and ^SP500TR. For additional features, visit the drawdowns tool.
Volatility
AX vs. ^SP500TR - Volatility Comparison
Axos Financial, Inc. (AX) has a higher volatility of 8.84% compared to S&P 500 Total Return (^SP500TR) at 4.66%. This indicates that AX's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.