PORIX Mutual Fund

PORIX Mutual Fund

NAV$61.94
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Returns Overview

1 Month
+0.61%
3 Months
+13.93%
6 Months
+8.13%
YTD
+7.76%
1 Year
-0.70%
3 Years (annualized)
+7.33%
5 Years (annualized)
+3.22%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PORIX 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
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📉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
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+9.13%
vs Peers
-1.37%

PORIX Mutual Fund Performance

PORIX performance across multiple time periods: 1-month 0.61%, YTD 7.76%, 1-year -0.70%, 3-year 7.33%, 5-year 3.22%, 10-year 10.08%.

PORIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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