PAXBX Mutual Fund

NAV$8.68

Returns Overview

1 Month
-1.70%
3 Months
-1.81%
6 Months
-2.58%
YTD
-2.47%
1 Year
+3.45%
3 Years (annualized)
+3.85%
5 Years (annualized)
-0.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXBX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.47%
Peer Avg (YTD)
+3.23%
vs Peers
-5.70%

PAXBX Mutual Fund Performance

PAXBX performance across multiple time periods: 1-month -1.70%, YTD -2.47%, 1-year 3.45%, 3-year 3.85%, 5-year -0.31%.

PAXBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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