PAXWX Mutual Fund

NAV$26.69

Returns Overview

1 Month
-0.60%
3 Months
-0.15%
6 Months
+0.68%
YTD
+2.14%
1 Year
+10.95%
3 Years (annualized)
+11.67%
5 Years (annualized)
+5.16%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAXWX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+5.87%
vs Peers
-3.72%

PAXWX Mutual Fund Performance

PAXWX performance across multiple time periods: 1-month -0.60%, YTD 2.14%, 1-year 10.95%, 3-year 11.67%, 5-year 5.16%, 10-year 8.29%.

PAXWX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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