PXLIX Mutual Fund

PXLIX Mutual Fund

NAV$11.77
See how much of PXLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.97%
3 Months
+2.60%
6 Months
+3.80%
YTD
+3.80%
1 Year
+2.75%
3 Years (annualized)
+13.26%
5 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXLIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+9.98%
vs Peers
-6.18%

PXLIX Mutual Fund Performance

PXLIX performance across multiple time periods: 1-month -1.97%, YTD 3.80%, 1-year 2.75%, 3-year 13.26%, 5-year 6.30%.

PXLIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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