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:
0.84
^SP500TR:
2.23
AX:
1.65
^SP500TR:
2.97
AX:
1.18
^SP500TR:
1.42
AX:
1.53
^SP500TR:
3.31
AX:
3.08
^SP500TR:
14.64
AX:
11.31%
^SP500TR:
1.91%
AX:
41.46%
^SP500TR:
12.52%
AX:
-70.49%
^SP500TR:
-55.25%
AX:
-17.17%
^SP500TR:
-2.57%
Returns By Period
In the year-to-date period, AX achieves a 31.37% return, which is significantly higher than ^SP500TR's 26.03% return. Over the past 10 years, AX has outperformed ^SP500TR with an annualized return of 13.80%, while ^SP500TR has yielded a comparatively lower 13.10% annualized return.
AX
31.37%
-10.03%
33.67%
31.81%
18.92%
13.80%
^SP500TR
26.03%
0.36%
9.25%
26.67%
14.81%
13.10%
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Risk-Adjusted Performance
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 10.26% compared to S&P 500 Total Return (^SP500TR) at 3.79%. 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.