PXIIX Mutual Fund

PXIIX Mutual Fund

NAV$24.03
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Returns Overview

1 Month
-0.98%
3 Months
+4.36%
6 Months
+9.37%
YTD
+13.58%
1 Year
+18.73%
3 Years (annualized)
+13.88%
5 Years (annualized)
+8.68%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXIIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.58%
Peer Avg (YTD)
+11.41%
vs Peers
+2.17%

PXIIX Mutual Fund Performance

PXIIX performance across multiple time periods: 1-month -0.98%, YTD 13.58%, 1-year 18.73%, 3-year 13.88%, 5-year 8.68%, 10-year 11.16%.

PXIIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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