PORYX Mutual Fund

PORYX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
+0.05%
3 Months
-0.98%
6 Months
+2.92%
YTD
+7.58%
1 Year
+9.68%
3 Years (annualized)
+16.31%
5 Years (annualized)
+6.81%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PORYX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+5.30%
vs Peers
+2.28%

PORYX Mutual Fund Performance

PORYX performance across multiple time periods: 1-month 0.05%, YTD 7.58%, 1-year 9.68%, 3-year 16.31%, 5-year 6.81%, 10-year 6.78%.

PORYX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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