PORTX Mutual Fund

PORTX Mutual Fund

NAV$59.72
See how much of PORTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.81%
3 Months
-1.68%
6 Months
+3.88%
YTD
+6.94%
1 Year
+8.93%
3 Years (annualized)
+16.30%
5 Years (annualized)
+4.36%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PORTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.94%
Peer Avg (YTD)
+8.05%
vs Peers
-1.12%

PORTX Mutual Fund Performance

PORTX performance across multiple time periods: 1-month -0.81%, YTD 6.94%, 1-year 8.93%, 3-year 16.30%, 5-year 4.36%, 10-year 11.01%.

PORTX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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