POLIX Mutual Fund

NAV$33.61

Returns Overview

1 Month
-7.02%
3 Months
+6.95%
6 Months
-11.80%
YTD
-10.83%
1 Year
-10.45%
3 Years (annualized)
+5.51%
5 Years (annualized)
+2.21%
10 Years (annualized)
+13.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-10.83%
Peer Avg (YTD)
+8.97%
vs Peers
-19.80%

POLIX Mutual Fund Performance

POLIX performance across multiple time periods: 1-month -7.02%, YTD -10.83%, 1-year -10.45%, 3-year 5.51%, 5-year 2.21%, 10-year 13.33%.

POLIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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