PXCIX Mutual Fund

PXCIX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-1.07%
3 Months
+0.55%
6 Months
+2.10%
YTD
+3.02%
1 Year
+8.06%
3 Years (annualized)
+6.83%
5 Years (annualized)
+1.45%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXCIX 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
Bloomberg Global Aggregate USD hedged Index(^BBGGAUSDHDI)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+3.39%
vs Peers
-0.37%

PXCIX Mutual Fund Performance

PXCIX performance across multiple time periods: 1-month -1.07%, YTD 3.02%, 1-year 8.06%, 3-year 6.83%, 5-year 1.45%, 10-year 3.68%.

PXCIX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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