POLCX Mutual Fund

POLCX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
+10.24%
3 Months
+11.94%
6 Months
+32.88%
YTD
+7.63%
1 Year
+38.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLCX 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
MSCI Emerging Markets ex China Net Total Return Index
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+1.49%
vs Peers
+6.14%

POLCX Mutual Fund Performance

POLCX performance across multiple time periods: 1-month 10.24%, YTD 7.63%, 1-year 38.39%.

POLCX returns outperform the peer average of 1.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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