POLEX Mutual Fund

POLEX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
-8.88%
3 Months
-1.02%
6 Months
+5.79%
YTD
+14.82%
1 Year
+34.61%
3 Years (annualized)
+15.12%
5 Years (annualized)
+3.27%

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)
+14.82%
Peer Avg (YTD)
+17.66%
vs Peers
-2.84%

POLEX Mutual Fund Performance

POLEX performance across multiple time periods: 1-month -8.88%, YTD 14.82%, 1-year 34.61%, 3-year 15.12%, 5-year 3.27%.

POLEX returns trail the peer average of 17.66% 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.