PAXWX Mutual Fund

PAXWX Mutual Fund

NAV$27.30
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Returns Overview

1 Month
-0.48%
3 Months
+2.30%
6 Months
+4.05%
YTD
+4.53%
1 Year
+8.82%
3 Years (annualized)
+8.89%
5 Years (annualized)
+4.70%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXWX 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)
+4.53%
Peer Avg (YTD)
+5.54%
vs Peers
-1.01%

PAXWX Mutual Fund Performance

PAXWX performance across multiple time periods: 1-month -0.48%, YTD 4.53%, 1-year 8.82%, 3-year 8.89%, 5-year 4.70%, 10-year 7.96%.

PAXWX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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