PXLIX Mutual Fund

PXLIX Mutual Fund

NAV$11.71
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Returns Overview

1 Month
+1.79%
3 Months
+1.80%
6 Months
+3.55%
YTD
+2.99%
1 Year
+5.23%
3 Years (annualized)
+11.08%
5 Years (annualized)
+6.29%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+9.41%
vs Peers
-6.42%

PXLIX Mutual Fund Performance

PXLIX performance across multiple time periods: 1-month 1.79%, YTD 2.99%, 1-year 5.23%, 3-year 11.08%, 5-year 6.29%.

PXLIX returns trail the peer average of 9.41% 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.