PAXGX Mutual Fund

PAXGX Mutual Fund

NAV$18.20
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Returns Overview

1 Month
+1.80%
3 Months
+13.09%
6 Months
+5.48%
YTD
+4.97%
1 Year
+6.48%
3 Years (annualized)
+9.25%
5 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXGX 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 Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+8.97%
vs Peers
-4.00%

PAXGX Mutual Fund Performance

PAXGX performance across multiple time periods: 1-month 1.80%, YTD 4.97%, 1-year 6.48%, 3-year 9.25%, 5-year 6.50%.

PAXGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

PAXGX performance comparison shows side-by-side returns with another fund. PAXGX alternatives are available in the Mutual Fund Screener.