PAXHX Mutual Fund

PAXHX Mutual Fund

NAV$5.91
See how much of PAXHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.04%
3 Months
-2.45%
6 Months
-0.69%
YTD
-0.74%
1 Year
+0.60%
3 Years (annualized)
+7.94%
5 Years (annualized)
+2.44%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+0.72%
vs Peers
-1.47%

PAXHX Mutual Fund Performance

PAXHX performance across multiple time periods: 1-month 0.04%, YTD -0.74%, 1-year 0.60%, 3-year 7.94%, 5-year 2.44%, 10-year 4.00%.

PAXHX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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