PXTIX Mutual Fund

PXTIX Mutual Fund

NAV$26.37
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Returns Overview

1 Month
+4.90%
3 Months
+10.41%
6 Months
+20.03%
YTD
+25.41%
1 Year
+43.32%
3 Years (annualized)
+22.84%
5 Years (annualized)
+14.09%
10 Years (annualized)
+13.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXTIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+25.41%
Peer Avg (YTD)
+10.67%
vs Peers
+14.74%

PXTIX Mutual Fund Performance

PXTIX performance across multiple time periods: 1-month 4.90%, YTD 25.41%, 1-year 43.32%, 3-year 22.84%, 5-year 14.09%, 10-year 13.95%.

PXTIX returns outperform the peer average of 10.67% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

PXTIX vs another fund shows side-by-side returns. PXTIX alternatives are available in the Mutual Fund Screener.