PXTNX Mutual Fund

PXTNX Mutual Fund

NAV$25.18
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Returns Overview

1 Month
+3.23%
3 Months
+8.69%
6 Months
+19.67%
YTD
+29.33%
1 Year
+40.05%
3 Years (annualized)
+24.38%
5 Years (annualized)
+14.04%
10 Years (annualized)
+13.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXTNX 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)
+29.33%
Peer Avg (YTD)
+11.10%
vs Peers
+18.23%

PXTNX Mutual Fund Performance

PXTNX performance across multiple time periods: 1-month 3.23%, YTD 29.33%, 1-year 40.05%, 3-year 24.38%, 5-year 14.04%, 10-year 13.77%.

PXTNX returns outperform the peer average of 11.10% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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