PXMQX Mutual Fund

PXMQX Mutual Fund

NAV$13.36
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.38%
3 Months
+9.64%
6 Months
+9.55%
YTD
+8.92%
1 Year
+16.71%
3 Years (annualized)
+12.27%
5 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXMQX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+5.87%
vs Peers
+3.05%

PXMQX Mutual Fund Performance

PXMQX performance across multiple time periods: 1-month 0.38%, YTD 8.92%, 1-year 16.71%, 3-year 12.27%, 5-year 4.64%.

PXMQX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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