PONPX Mutual Fund

PONPX Mutual Fund

NAV$10.73
See how much of PONPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.13%
3 Months
+0.10%
6 Months
-0.25%
YTD
+0.33%
1 Year
+5.33%
3 Years (annualized)
+6.82%
5 Years (annualized)
+3.42%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PONPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
+0.12%
vs Peers
+0.21%

PONPX Mutual Fund Performance

PONPX performance across multiple time periods: 1-month -1.13%, YTD 0.33%, 1-year 5.33%, 3-year 6.82%, 5-year 3.42%, 10-year 4.43%.

PONPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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