AXSKX - AXS Sustainable Income Fund Class I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.12%
5-Year Average Return0.00%
Number of Years Up5
Number of Years Down4
Best 1 Yr Total Return (Jun 6, 2023)8.40%
Worst 1 Yr Total Return (Jun 6, 2023)N/A
Best 3-Yr Total Return8.40%
Worst 3-Yr Total Return-1.05%

Trailing Returns (%) Vs. Benchmarks

ReturnAXSKXCategory
YTD2.12%3.62%
1-Month-0.26%1.08%
3-Month0.14%2.50%
1-Year-1.56%14.69%
3-Year0.00%6.16%
5-Year0.00%6.21%
10-Year0.00%5.48%
Last Bull Market8.67%11.96%
Last Bear Market-9.66%-7.27%

Annual Total Return (%) History

Year
AXSKXCategory
2023
N/AN/A
2022
-10.98%N/A
2021
5.70%N/A
2020
2.98%4.91%
2019
8.40%12.62%
2018
-0.51%-2.59%
2017
4.11%6.47%
2016
7.17%13.30%
2015
-1.69%-4.01%
2014
-1.10%1.11%
2013
N/A6.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.26%N/AN/AN/A
2022-2.77%-9.66%-0.61%1.96%
20212.08%2.04%0.75%0.73%
2020-9.18%5.16%3.31%4.36%
20195.15%1.26%0.72%1.08%
20180.19%0.76%1.87%-3.25%
20171.43%1.20%1.09%0.33%
20160.74%2.33%2.75%1.18%
20151.16%0.67%-3.08%-0.39%
20141.10%0.76%-1.30%-1.64%
2013-0.98%2.14%1.86%N/A

Rank In Category (By Total Return)

YTD93
1-Month20
3-Month91
1-Year89
3-Year89
5-Year94

Load Adjusted Returns

1-Year-2.06%
3-Year1.31%
5-Year1.08%
10-Year1.70%