AX vs. ^SP500TR

In the year-to-date period, AX achieves a -1.52% return, which is significantly higher than ^SP500TR's -3.34% return. Over the past 10 years, AX has underperformed ^SP500TR with an annualized return of 11.51%, while ^SP500TR has yielded a comparatively higher 12.45% annualized return.

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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.

The current AX Sharpe Ratio is 0.32, which is lower than the ^SP500TR Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of AX and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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.