PAXLX Mutual Fund

PAXLX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
+1.81%
3 Months
+1.77%
6 Months
+3.44%
YTD
+2.88%
1 Year
+4.96%
3 Years (annualized)
+10.81%
5 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXLX 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)
+2.88%
Peer Avg (YTD)
+9.41%
vs Peers
-6.53%

PAXLX Mutual Fund Performance

PAXLX performance across multiple time periods: 1-month 1.81%, YTD 2.88%, 1-year 4.96%, 3-year 10.81%, 5-year 6.03%.

PAXLX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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