PXCIX Mutual Fund

NAV$9.33

Returns Overview

1 Month
+0.32%
3 Months
+4.13%
6 Months
+4.37%
YTD
+4.13%
1 Year
+9.11%
3 Years (annualized)
+7.51%
5 Years (annualized)
+1.85%

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
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 Global Aggregate USD hedged Index(^BBGGAUSDHDI)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+4.14%
vs Peers
-0.01%

PXCIX Mutual Fund Performance

PXCIX performance across multiple time periods: 1-month 0.32%, YTD 4.13%, 1-year 9.11%, 3-year 7.51%, 5-year 1.85%.

PXCIX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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