PXSAX Mutual Fund

PXSAX Mutual Fund

NAV$22.67
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Returns Overview

1 Month
+10.37%
3 Months
+25.62%
6 Months
+23.13%
YTD
+22.59%
1 Year
+42.49%
3 Years (annualized)
+18.10%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXSAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.59%
Peer Avg (YTD)
+18.52%
vs Peers
+4.06%

PXSAX Mutual Fund Performance

PXSAX performance across multiple time periods: 1-month 10.37%, YTD 22.59%, 1-year 42.49%, 3-year 18.10%, 5-year 7.73%, 10-year 9.80%.

PXSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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