POLRX Mutual Fund

POLRX Mutual Fund

NAV$31.73
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Returns Overview

1 Month
+4.64%
3 Months
-1.19%
6 Months
+6.99%
YTD
-6.38%
1 Year
-6.08%
3 Years (annualized)
+6.30%
5 Years (annualized)
-1.07%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.38%
Peer Avg (YTD)
+8.51%
vs Peers
-14.89%

POLRX Mutual Fund Performance

POLRX performance across multiple time periods: 1-month 4.64%, YTD -6.38%, 1-year -6.08%, 3-year 6.30%, 5-year -1.07%, 10-year 11.19%.

POLRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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