PXMSX Mutual Fund

NAV$13.29

Returns Overview

1 Month
+0.30%
3 Months
+9.55%
6 Months
+9.46%
YTD
+8.83%
1 Year
+16.53%
3 Years (annualized)
+12.08%
5 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXMSX 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 Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+5.87%
vs Peers
+2.96%

PXMSX Mutual Fund Performance

PXMSX performance across multiple time periods: 1-month 0.30%, YTD 8.83%, 1-year 16.53%, 3-year 12.08%, 5-year 4.43%.

PXMSX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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