PXHAX Mutual Fund

PXHAX Mutual Fund

NAV$6.13
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Returns Overview

1 Month
+0.32%
3 Months
+2.67%
6 Months
+1.87%
YTD
+1.87%
1 Year
+5.65%
3 Years (annualized)
+7.77%
5 Years (annualized)
+2.51%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXHAX 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
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+3.23%
vs Peers
-1.36%

PXHAX Mutual Fund Performance

PXHAX performance across multiple time periods: 1-month 0.32%, YTD 1.87%, 1-year 5.65%, 3-year 7.77%, 5-year 2.51%, 10-year 4.75%.

PXHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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