PEXTX Mutual Fund

NAV$7.86

Returns Overview

1 Month
+2.83%
3 Months
+3.10%
6 Months
+2.44%
YTD
+1.76%
1 Year
+0.48%
3 Years (annualized)
+5.32%
5 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEXTX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+1.27%
vs Peers
+0.49%

PEXTX Mutual Fund Performance

PEXTX performance across multiple time periods: 1-month 2.83%, YTD 1.76%, 1-year 0.48%, 3-year 5.32%, 5-year 1.04%.

PEXTX returns outperform the peer average of 1.27% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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