PAXHX Mutual Fund

PAXHX Mutual Fund

NAV$5.93
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Returns Overview

1 Month
+1.03%
3 Months
+1.07%
6 Months
+2.13%
YTD
+2.79%
1 Year
+5.20%
3 Years (annualized)
+7.71%
5 Years (annualized)
+2.57%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXHX 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
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+2.15%
vs Peers
+0.64%

PAXHX Mutual Fund Performance

PAXHX performance across multiple time periods: 1-month 1.03%, YTD 2.79%, 1-year 5.20%, 3-year 7.71%, 5-year 2.57%, 10-year 4.36%.

PAXHX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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