PXLIX Mutual Fund

PXLIX Mutual Fund

NAV$11.57
See how much of PXLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.09%
3 Months
+0.70%
6 Months
+2.51%
YTD
+3.71%
1 Year
+1.12%
3 Years (annualized)
+15.58%
5 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXLIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+9.28%
vs Peers
-5.56%

PXLIX Mutual Fund Performance

PXLIX performance across multiple time periods: 1-month -0.09%, YTD 3.71%, 1-year 1.12%, 3-year 15.58%, 5-year 5.71%.

PXLIX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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