PORIX Mutual Fund

PORIX Mutual Fund

NAV$61.48
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Returns Overview

1 Month
+1.06%
3 Months
+5.73%
6 Months
+7.37%
YTD
+8.90%
1 Year
+17.79%
3 Years (annualized)
+12.04%
5 Years (annualized)
+6.17%
10 Years (annualized)
+11.48%

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)
+8.90%
Peer Avg (YTD)
+9.42%
vs Peers
-0.52%

PORIX Mutual Fund Performance

PORIX performance across multiple time periods: 1-month 1.06%, YTD 8.90%, 1-year 17.79%, 3-year 12.04%, 5-year 6.17%, 10-year 11.48%.

PORIX returns trail the peer average of 9.42% 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.