POLRX Mutual Fund

NAV$31.64

Returns Overview

1 Month
-7.05%
3 Months
+6.88%
6 Months
-11.93%
YTD
-10.95%
1 Year
-10.67%
3 Years (annualized)
+5.25%
5 Years (annualized)
-0.60%
10 Years (annualized)
+11.01%

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
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)
-10.95%
Peer Avg (YTD)
+8.97%
vs Peers
-19.92%

POLRX Mutual Fund Performance

POLRX performance across multiple time periods: 1-month -7.05%, YTD -10.95%, 1-year -10.67%, 3-year 5.25%, 5-year -0.60%, 10-year 11.01%.

POLRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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