ChartRow logo
Share this page
AX
$88.14+0.71%
as of close, Oct 16, 2026
☾ AH $88.14 +0.71%
Axos Financial Inc.Stock · FinancialsRussell 2000 0.2%US Stock Market 0.007%Russell 3000 0.007%
PeersJPMHOODBACVBRK-BGS

AX return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 16, 2026

Or drag the slider to set start and end dates

2005 to today, log scale
2008 crisisCovid
20102020Oct 2016Today
Options

Result#

$1,000Oct 17, 2016$4,045Oct 16, 20264.0× 

$1,000 invested in AX on October 17, 2016 was worth $4,045 on October 16, 2026, with dividends reinvested.

That’s 15.0% a year compounded (CAGR) over 10 years: 4.0 times your money.

Over the same dates the same $1,000 would be worth $4,208 in the S&P 500 and $6,511 in the Nasdaq-100: AX trailed both the S&P 500 and the Nasdaq-100.

Price only$4,045if dividends were spent
Biggest fall−67.3%Jun 6, 2018 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$3,045on $1,000 put in

How this period ranks#

Better than 23% of all 140 periods of 10 years since 2005.

Your dates
−40%0%180%
Worst: 6.4% a year, Nov 2013 to Nov 2023Best: 41.1% a year, Nov 2008 to Nov 2018
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in AX, October 17, 2016 to October 16, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$670 · Mar 2020$
$0$1,000$2,000$3,000$5,000$4,045
20182020202220242026

How far AX was below its previous high. The biggest fall: −67.3% from Jun 6, 2018 to Mar 23, 2020, back to the high by Feb 9, 2021.

−67.3% from its high
high−67%

Your one buy. $1,000 on October 17, 2016, worth $4,045 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.

4.0×paid

What $1,000 would be worth on October 16, 2026, by start date#

Each point is the same amount invested that day and held to October 16, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k$100k
2010201520202025

$1,000 invested in AX, by year#

Started on each year's first close and held to Oct 16, 2026, dividends reinvested.

StartedWorth Oct 16, 2026MultipleA year (CAGR)
2017$3,1043.1×12.3%
2018$2,9192.9×13.0%
2019$3,4913.5×17.4%
2020$2,9342.9×17.2%
2021$2,3942.4×16.3%
2022$1,5511.6×9.6%
2023$2,3072.3×24.7%
2024$1,6021.6×18.4%
2025$1,2811.3×14.9%
2026$1,0091.0×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. AX data begins March 16, 2005; values as of October 16, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live AX chart and fundamentals on the AX quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in AX be worth today?
$1,000 invested in AX on October 17, 2016 would be worth $4,045 on October 16, 2026, with dividends reinvested — 15.0% a year compounded (CAGR).
How far back does the AX calculator go?
AX data begins March 16, 2005, with a close every session. Pick any start and end date in that span — 21 years, 7 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.