PAXIX Mutual Fund

NAV$28.20

Returns Overview

1 Month
+0.32%
3 Months
+8.74%
6 Months
+5.33%
YTD
+5.17%
1 Year
+11.26%
3 Years (annualized)
+11.96%
5 Years (annualized)
+5.62%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+5.87%
vs Peers
-0.69%

PAXIX Mutual Fund Performance

PAXIX performance across multiple time periods: 1-month 0.32%, YTD 5.17%, 1-year 11.26%, 3-year 11.96%, 5-year 5.62%, 10-year 8.62%.

PAXIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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