POLIX Mutual Fund

POLIX Mutual Fund

NAV$32.39
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Returns Overview

1 Month
+1.59%
3 Months
+0.03%
6 Months
-5.10%
YTD
-9.42%
1 Year
-9.97%
3 Years (annualized)
+4.53%
5 Years (annualized)
-1.00%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-9.42%
Peer Avg (YTD)
+6.23%
vs Peers
-15.65%

POLIX Mutual Fund Performance

POLIX performance across multiple time periods: 1-month 1.59%, YTD -9.42%, 1-year -9.97%, 3-year 4.53%, 5-year -1.00%, 10-year 10.90%.

POLIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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