PXTIX Mutual Fund

NAV$26.33

Returns Overview

1 Month
+0.44%
3 Months
+12.59%
6 Months
+19.55%
YTD
+18.19%
1 Year
+36.28%
3 Years (annualized)
+22.48%
5 Years (annualized)
+12.87%
10 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXTIX 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)
+18.19%
Peer Avg (YTD)
+8.61%
vs Peers
+9.58%

PXTIX Mutual Fund Performance

PXTIX performance across multiple time periods: 1-month 0.44%, YTD 18.19%, 1-year 36.28%, 3-year 22.48%, 5-year 12.87%, 10-year 13.83%.

PXTIX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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