POLYX Mutual Fund

NAV$7.80

Returns Overview

1 Month
+0.59%
3 Months
+1.92%
6 Months
+3.61%
YTD
+3.35%
1 Year
+8.45%
3 Years (annualized)
+8.18%
5 Years (annualized)
+0.61%

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
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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+3.23%
vs Peers
+0.12%

POLYX Mutual Fund Performance

POLYX performance across multiple time periods: 1-month 0.59%, YTD 3.35%, 1-year 8.45%, 3-year 8.18%, 5-year 0.61%.

POLYX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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