POLRX Mutual Fund

POLRX Mutual Fund

NAV$31.34
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Returns Overview

1 Month
+1.58%
6 Months
-5.22%
YTD
-9.54%
1 Year
-10.19%
3 Years (annualized)
+4.26%
5 Years (annualized)
-1.24%
10 Years (annualized)
+10.61%

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)
-9.54%
Peer Avg (YTD)
+6.23%
vs Peers
-15.77%

POLRX Mutual Fund Performance

POLRX performance across multiple time periods: 1-month 1.58%, YTD -9.54%, 1-year -10.19%, 3-year 4.26%, 5-year -1.24%, 10-year 10.61%.

POLRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.22%, 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.