PAXHX Mutual Fund

PAXHX Mutual Fund

NAV$6.11
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Returns Overview

1 Month
-0.28%
3 Months
+0.71%
6 Months
+1.40%
YTD
+1.75%
1 Year
+5.16%
3 Years (annualized)
+7.39%
5 Years (annualized)
+2.68%
10 Years (annualized)
+4.62%

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
PROUpgrade to run
🏦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)
+1.75%
Peer Avg (YTD)
+0.12%
vs Peers
+1.63%

PAXHX Mutual Fund Performance

PAXHX performance across multiple time periods: 1-month -0.28%, YTD 1.75%, 1-year 5.16%, 3-year 7.39%, 5-year 2.68%, 10-year 4.62%.

PAXHX returns outperform the peer average of 0.12% 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.