PXEAX Mutual Fund

NAV$24.73

Returns Overview

1 Month
+5.43%
3 Months
+21.88%
6 Months
+20.88%
YTD
+19.60%
1 Year
+24.35%
3 Years (annualized)
+15.90%
5 Years (annualized)
+8.40%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXEAX 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
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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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+19.60%
Peer Avg (YTD)
+9.13%
vs Peers
+10.47%

PXEAX Mutual Fund Performance

PXEAX performance across multiple time periods: 1-month 5.43%, YTD 19.60%, 1-year 24.35%, 3-year 15.90%, 5-year 8.40%, 10-year 11.95%.

PXEAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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