PORIX Mutual Fund

PORIX Mutual Fund

NAV$59.81
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Returns Overview

1 Month
+2.11%
3 Months
+3.81%
6 Months
+9.12%
YTD
+11.19%
1 Year
+17.51%
3 Years (annualized)
+14.18%
5 Years (annualized)
+5.69%
10 Years (annualized)
+11.53%

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)
+11.19%
Peer Avg (YTD)
+10.17%
vs Peers
+1.02%

PORIX Mutual Fund Performance

PORIX performance across multiple time periods: 1-month 2.11%, YTD 11.19%, 1-year 17.51%, 3-year 14.18%, 5-year 5.69%, 10-year 11.53%.

PORIX returns outperform the peer average of 10.17% 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.