Axos Financial, Inc. (AX) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$19,789
Total Return
97.89%
CAGR
14.63%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.78% |
| Median | +0.52% |
| Best | +55.10% |
| Worst | -29.93% |
| % of Windows Positive | 52.6% |
1-Year (252 Trading Days)
| Average | +17.33% |
| Median | +18.71% |
| Best | +145.20% |
| Worst | -36.63% |
| % of Windows Positive | 67.8% |
3-Year (756 Trading Days)
| Average | +69.65% |
| Median | +52.21% |
| Best | +156.75% |
| Worst | +3.12% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -46.31% |
| Average Drawdown | -19.39% |
| Drawdown Duration | 660 Trading Days |
| Sortino Ratio | 0.83 |
| Calmar Ratio | 0.32 |
| CVaR (5%) | -5.42% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.05% (+35.58% ann.) | +$905.29 | $0.00 | $0.00 | $0.00 |
| 2025 | +23.35% | +$2335.00 | $0.00 | $0.00 | $0.00 |
| 2024 | +27.93% | +$2793.04 | $0.00 | $0.00 | $0.00 |
| 2023 | +42.86% | +$4285.71 | $0.00 | $0.00 | $0.00 |
| 2022 | -31.64% | $3164.01 | $0.00 | $0.00 | $0.00 |
| 2021 | +48.97% | +$4897.42 | $0.00 | $0.00 | $0.00 |
| 2020 | +23.94% | +$2394.32 | $0.00 | $0.00 | $0.00 |
| 2019 | +20.25% | +$2025.42 | $0.00 | $0.00 | $0.00 |
| 2018 | -15.79% | $1578.60 | $0.00 | $0.00 | $0.00 |
| 2017 | +4.73% | +$472.85 | $0.00 | $0.00 | $0.00 |
| 2016 | +35.63% | +$3562.95 | $0.00 | $0.00 | $0.00 |
| 2015 | +8.21% | +$821.23 | $0.00 | $0.00 | $0.00 |
| 2014 | -0.79% | $79.05 | $0.00 | $0.00 | $0.00 |
| 2013 | +182.02% | +$18202.08 | $0.00 | $0.00 | $0.00 |
| 2012 | +71.14% | +$7113.85 | $0.00 | $0.00 | $0.00 |
| 2011 | +4.77% | +$477.11 | $0.00 | $0.00 | $0.00 |
| 2010 | +55.10% | +$5510.01 | $0.00 | $0.00 | $0.00 |
| 2009 | +110.53% | +$11052.65 | $0.00 | $0.00 | $0.00 |
| 2008 | -33.57% | $3356.65 | $0.00 | $0.00 | $0.00 |
| 2007 | +3.17% | +$317.45 | $0.00 | $0.00 | $0.00 |
| 2006 | -13.37% | $1337.49 | $0.00 | $0.00 | $0.00 |
| 2005 partial | -30.43% (-36.79% ann.) | $3043.48 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | March 16, 2005 – October 9, 2007 | -38.70% | -17.37% | $3869.57 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -37.85% | -28.59% | $3785.30 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +386.91% | +59.82% | +$38690.53 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +460.36% | +25.58% | +$46035.60 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.86% | -99.95% | $4886.08 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +67.04% | +128.31% | +$6703.81 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +77.49% | +72.35% | +$7749.46 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -31.23% | -32.80% | $3123.12 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +57.35% | +27.71% | +$5735.15 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +41.63% | +24.84% | +$4163.40 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.