PEXMX Mutual Fund

PEXMX Mutual Fund

NAV$40.01
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Returns Overview

1 Month
+2.14%
3 Months
+2.47%
6 Months
+12.02%
YTD
+15.89%
1 Year
+18.47%
3 Years (annualized)
+18.10%
5 Years (annualized)
+6.18%
10 Years (annualized)
+11.52%

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
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📉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 Completion Index(^SPCI:SP)
This Mutual Fund (YTD)
+15.89%
Peer Avg (YTD)
+9.89%
vs Peers
+6.00%

PEXMX Mutual Fund Performance

PEXMX performance across multiple time periods: 1-month 2.14%, YTD 15.89%, 1-year 18.47%, 3-year 18.10%, 5-year 6.18%, 10-year 11.52%.

PEXMX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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