FUNC vs. AX
FUNC (First United Corporation) and AX (Axos Financial, Inc.) are both stocks. Both operate in the Banks - Regional industry within the Financial Services sector. Over the past 5 years, FUNC returned 22.55%/yr vs 13.85%/yr for AX. At a 0.37 correlation, their price movements are largely independent.
Performance
FUNC vs. AX - Performance Comparison
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Returns By Period
In the year-to-date period, FUNC achieves a 14.39% return, which is significantly higher than AX's 2.74% return.
FUNC
- 1D
- -0.78%
- 1M
- 13.73%
- YTD
- 14.39%
- 6M
- 7.63%
- 1Y
- 53.10%
- 3Y*
- 44.64%
- 5Y*
- 22.55%
- 10Y*
- 18.58%
AX
- 1D
- 0.51%
- 1M
- 2.85%
- YTD
- 2.74%
- 6M
- -0.41%
- 1Y
- 22.88%
- 3Y*
- 34.18%
- 5Y*
- 13.85%
- 10Y*
- —
FUNC vs. AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FUNC First United Corporation | 14.39% | 14.29% | 48.25% | 25.24% | 8.04% | 25.12% | -33.27% | 54.43% | -14.91% |
AX Axos Financial, Inc. | 2.74% | 23.35% | 27.93% | 42.86% | -31.64% | 48.97% | 23.94% | 20.25% | -27.83% |
Correlation
The correlation between FUNC and AX is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2018 | 0.37 |
The correlation between FUNC and AX shifts across timeframes, from 0.37 (all time) to 0.55 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
FUNC:
$5.20
AX:
$8.22
FUNC:
8.13
AX:
10.78
FUNC:
0.68
AX:
0.49
FUNC:
2.28
AX:
10.70
FUNC:
$90.53M
AX:
$479.42M
FUNC:
$63.80M
AX:
$302.17M
FUNC:
$31.63M
AX:
$826.17M
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Return for Risk
FUNC vs. AX — Risk / Return Rank
FUNC
AX
FUNC vs. AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First United Corporation (FUNC) and Axos Financial, Inc. (AX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FUNC | AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.11 | ||
| Sortino ratioReturn per unit of downside risk | +1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.16 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.84 | 1.21 | +2.63 |
| Martin ratioReturn relative to average drawdown | 8.19 | 2.39 | +5.81 |
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Drawdowns
FUNC vs. AX - Drawdown Comparison
The maximum FUNC drawdown since its inception was -85.84%, which is greater than AX's maximum drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for FUNC and AX.
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Drawdown Indicators
| FUNC | AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.84% | -59.57% | -26.27% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -19.04% | +5.14% |
Max Drawdown (3Y)Largest decline over 3 years | -37.76% | -34.92% | -2.84% |
Max Drawdown (5Y)Largest decline over 5 years | -44.90% | -46.31% | +1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -54.91% | — | — |
Current DrawdownCurrent decline from peak | -0.78% | -12.37% | +11.59% |
Average DrawdownAverage peak-to-trough decline | -30.94% | -20.51% | -10.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 9.61% | -3.11% |
Volatility
FUNC vs. AX - Volatility Comparison
First United Corporation (FUNC) has a higher volatility of 7.94% compared to Axos Financial, Inc. (AX) at 6.48%. This indicates that FUNC's price experiences larger fluctuations and is considered to be riskier than AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUNC | AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.94% | 6.48% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 18.27% | 24.17% | -5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.21% | 32.17% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.69% | 40.68% | -10.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.76% | 44.10% | -11.34% |
Dividends
FUNC vs. AX - Dividend Comparison
FUNC's dividend yield for the trailing twelve months is around 2.37%, while AX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AX Axos Financial, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FUNC First United Corporation | 2.37% | 2.46% | 2.43% | 3.32% | 3.05% | 3.09% | 3.35% | 1.66% | 1.70% |
Financials
FUNC vs. AX - Financials Comparison
This section allows you to compare key financial metrics between First United Corporation and Axos Financial, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
FUNC and AX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FUNC has higher volatility (7.94%) compared to AX (6.48%). In terms of maximum drawdown, FUNC dropped -85.84% vs AX's -59.57%.
FUNC currently has the higher Sharpe Ratio (1.83 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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