PXHIX Mutual Fund

NAV$6.09

Returns Overview

1 Month
+0.18%
3 Months
+2.74%
6 Months
+1.99%
YTD
+1.99%
1 Year
+5.88%
3 Years (annualized)
+7.87%
5 Years (annualized)
+2.67%
10 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXHIX 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
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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
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+3.23%
vs Peers
-1.24%

PXHIX Mutual Fund Performance

PXHIX performance across multiple time periods: 1-month 0.18%, YTD 1.99%, 1-year 5.88%, 3-year 7.87%, 5-year 2.67%, 10-year 4.90%.

PXHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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