PONRX Mutual Fund

PONRX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
-1.18%
3 Months
-0.04%
6 Months
-0.53%
YTD
+0.01%
1 Year
+4.75%
3 Years (annualized)
+6.21%
5 Years (annualized)
+2.76%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PONRX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.12%
vs Peers
-0.11%

PONRX Mutual Fund Performance

PONRX performance across multiple time periods: 1-month -1.18%, YTD 0.01%, 1-year 4.75%, 3-year 6.21%, 5-year 2.76%, 10-year 3.81%.

PONRX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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