PXTIX Mutual Fund

PXTIX Mutual Fund

NAV$26.62
See how much of PXTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.44%
3 Months
+3.48%
6 Months
+16.51%
YTD
+22.30%
1 Year
+29.66%
3 Years (annualized)
+24.60%
5 Years (annualized)
+14.24%
10 Years (annualized)
+14.29%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.30%
Peer Avg (YTD)
+7.91%
vs Peers
+14.39%

PXTIX Mutual Fund Performance

PXTIX performance across multiple time periods: 1-month -4.44%, YTD 22.30%, 1-year 29.66%, 3-year 24.60%, 5-year 14.24%, 10-year 14.29%.

PXTIX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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