PXIIX Mutual Fund

PXIIX Mutual Fund

NAV$23.56
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Returns Overview

1 Month
-1.24%
3 Months
+1.59%
6 Months
+4.43%
YTD
+12.18%
1 Year
+14.92%
3 Years (annualized)
+13.38%
5 Years (annualized)
+7.51%
10 Years (annualized)
+10.81%

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)
+12.18%
Peer Avg (YTD)
+12.44%
vs Peers
-0.26%

PXIIX Mutual Fund Performance

PXIIX performance across multiple time periods: 1-month -1.24%, YTD 12.18%, 1-year 14.92%, 3-year 13.38%, 5-year 7.51%, 10-year 10.81%.

PXIIX returns trail the peer average of 12.44% 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.