PONRX Mutual Fund

PONRX Mutual Fund

NAV$10.34
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Returns Overview

1 Month
+2.26%
3 Months
-0.77%
6 Months
-0.81%
YTD
-0.76%
1 Year
+0.31%
3 Years (annualized)
+7.09%
5 Years (annualized)
+2.76%
10 Years (annualized)
+3.51%

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)
-0.76%
Peer Avg (YTD)
+2.28%
vs Peers
-3.05%

PONRX Mutual Fund Performance

PONRX performance across multiple time periods: 1-month 2.26%, YTD -0.76%, 1-year 0.31%, 3-year 7.09%, 5-year 2.76%, 10-year 3.51%.

PONRX returns trail the peer average of 2.28% 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.