PEXMX Mutual Fund

NAV$41.64

Returns Overview

1 Month
+4.46%
3 Months
+19.78%
6 Months
+18.14%
YTD
+16.68%
1 Year
+32.82%
3 Years (annualized)
+20.70%
5 Years (annualized)
+7.39%
10 Years (annualized)
+12.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEXMX 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 Completion Index(^SPCI:SP)
This Mutual Fund (YTD)
+16.68%
Peer Avg (YTD)
+10.82%
vs Peers
+5.86%

PEXMX Mutual Fund Performance

PEXMX performance across multiple time periods: 1-month 4.46%, YTD 16.68%, 1-year 32.82%, 3-year 20.70%, 5-year 7.39%, 10-year 12.75%.

PEXMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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