POLEX Mutual Fund

POLEX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
-13.57%
3 Months
-10.17%
6 Months
-11.08%
YTD
+0.38%
1 Year
+2.84%
3 Years (annualized)
+17.49%
5 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLEX 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
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📉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 Net Return Index(.dMIEF00000NUS)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+9.82%
vs Peers
-9.44%

POLEX Mutual Fund Performance

POLEX performance across multiple time periods: 1-month -13.57%, YTD 0.38%, 1-year 2.84%, 3-year 17.49%, 5-year 1.44%.

POLEX returns trail the peer average of 9.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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