PXSIX Mutual Fund

NAV$23.26

Returns Overview

1 Month
+10.40%
3 Months
+25.70%
6 Months
+23.27%
YTD
+22.68%
1 Year
+42.90%
3 Years (annualized)
+24.52%
5 Years (annualized)
+13.80%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXSIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.68%
Peer Avg (YTD)
+18.52%
vs Peers
+4.16%

PXSIX Mutual Fund Performance

PXSIX performance across multiple time periods: 1-month 10.40%, YTD 22.68%, 1-year 42.90%, 3-year 24.52%, 5-year 13.80%, 10-year 13.41%.

PXSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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