PAXDX Mutual Fund

PAXDX Mutual Fund

NAV$10.69
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Returns Overview

YTD
+4.19%
1 Year
+7.78%
3 Years (annualized)
+25.82%
5 Years (annualized)
+13.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXDX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Infrastructure Funds Index
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+12.53%
vs Peers
-8.34%

PAXDX Mutual Fund Performance

PAXDX performance across multiple time periods: YTD 4.19%, 1-year 7.78%, 3-year 25.82%, 5-year 13.76%.

PAXDX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

PAXDX vs another fund shows side-by-side returns. PAXDX alternatives are available in the Mutual Fund Screener.