PAXIX Mutual Fund

PAXIX Mutual Fund

NAV$28.00
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Returns Overview

1 Month
-0.47%
3 Months
+2.36%
6 Months
+4.18%
YTD
+4.68%
1 Year
+9.10%
3 Years (annualized)
+9.18%
5 Years (annualized)
+4.30%
10 Years (annualized)
+7.90%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+5.54%
vs Peers
-0.86%

PAXIX Mutual Fund Performance

PAXIX performance across multiple time periods: 1-month -0.47%, YTD 4.68%, 1-year 9.10%, 3-year 9.18%, 5-year 4.30%, 10-year 7.90%.

PAXIX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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