PAXLX Mutual Fund

PAXLX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
-2.07%
3 Months
+2.53%
6 Months
+3.61%
YTD
+3.61%
1 Year
+2.46%
3 Years (annualized)
+12.99%
5 Years (annualized)
+6.04%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.61%
Peer Avg (YTD)
+9.98%
vs Peers
-6.37%

PAXLX Mutual Fund Performance

PAXLX performance across multiple time periods: 1-month -2.07%, YTD 3.61%, 1-year 2.46%, 3-year 12.99%, 5-year 6.04%.

PAXLX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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