POLYX Mutual Fund

POLYX Mutual Fund

NAV$7.74
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Returns Overview

1 Month
-1.26%
3 Months
+0.53%
6 Months
+1.63%
YTD
+2.05%
1 Year
+7.33%
3 Years (annualized)
+7.09%
5 Years (annualized)
+1.57%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLYX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+0.12%
vs Peers
+1.93%

POLYX Mutual Fund Performance

POLYX performance across multiple time periods: 1-month -1.26%, YTD 2.05%, 1-year 7.33%, 3-year 7.09%, 5-year 1.57%, 10-year 1.90%.

POLYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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