PXWEX Mutual Fund

NAV$38.33

Returns Overview

1 Month
-0.90%
3 Months
+13.56%
6 Months
+8.73%
YTD
+8.36%
1 Year
+18.64%
3 Years (annualized)
+15.42%
5 Years (annualized)
+7.51%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXWEX 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
Impax Global Women's Leadership Net Return Index(^PAXGWLNR)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+9.13%
vs Peers
-0.77%

PXWEX Mutual Fund Performance

PXWEX performance across multiple time periods: 1-month -0.90%, YTD 8.36%, 1-year 18.64%, 3-year 15.42%, 5-year 7.51%, 10-year 10.72%.

PXWEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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