PAXLX Mutual Fund

NAV$11.68

Returns Overview

1 Month
-2.91%
3 Months
+10.05%
6 Months
+0.96%
YTD
+1.06%
1 Year
+7.26%
3 Years (annualized)
+11.38%
5 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+9.51%
vs Peers
-8.45%

PAXLX Mutual Fund Performance

PAXLX performance across multiple time periods: 1-month -2.91%, YTD 1.06%, 1-year 7.26%, 3-year 11.38%, 5-year 7.49%.

PAXLX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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