PXASX Mutual Fund

PXASX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
+1.93%
3 Months
+1.17%
6 Months
+6.19%
YTD
+10.98%
1 Year
+13.53%
3 Years (annualized)
+1.59%
5 Years (annualized)
+5.73%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXASX 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 Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+14.82%
vs Peers
-3.84%

PXASX Mutual Fund Performance

PXASX performance across multiple time periods: 1-month 1.93%, YTD 10.98%, 1-year 13.53%, 3-year 1.59%, 5-year 5.73%, 10-year 5.62%.

PXASX returns trail the peer average of 14.82% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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