PXMAX Mutual Fund

NAV$8.98

Returns Overview

1 Month
+1.20%
3 Months
+4.45%
6 Months
+3.97%
YTD
+2.43%
1 Year
+2.58%
3 Years (annualized)
+5.08%
5 Years (annualized)
+0.55%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.43%
Peer Avg (YTD)
+2.13%
vs Peers
+0.31%

PXMAX Mutual Fund Performance

PXMAX performance across multiple time periods: 1-month 1.20%, YTD 2.43%, 1-year 2.58%, 3-year 5.08%, 5-year 0.55%, 10-year 1.74%.

PXMAX returns outperform the peer average of 2.13% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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