PAXDX Mutual Fund

NAV$10.69

Returns Overview

6 Months
+1.04%
YTD
+4.19%
1 Year
+5.26%
3 Years (annualized)
+26.14%
5 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXDX 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
Lipper Global Infrastructure Funds Index
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+11.24%
vs Peers
-7.05%

PAXDX Mutual Fund Performance

PAXDX performance across multiple time periods: YTD 4.19%, 1-year 5.26%, 3-year 26.14%, 5-year 14.06%.

PAXDX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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