PXTIX Mutual Fund

PXTIX Mutual Fund

NAV$25.78
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Returns Overview

1 Month
+3.23%
3 Months
+8.76%
6 Months
+19.78%
YTD
+29.46%
1 Year
+40.25%
3 Years (annualized)
+24.60%
5 Years (annualized)
+14.24%
10 Years (annualized)
+14.29%

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)
+29.46%
Peer Avg (YTD)
+11.10%
vs Peers
+18.36%

PXTIX Mutual Fund Performance

PXTIX performance across multiple time periods: 1-month 3.23%, YTD 29.46%, 1-year 40.25%, 3-year 24.60%, 5-year 14.24%, 10-year 14.29%.

PXTIX returns outperform the peer average of 11.10% 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.