PORYX Mutual Fund

NAV$21.72

Returns Overview

1 Month
+1.66%
3 Months
+11.08%
6 Months
+9.55%
YTD
+9.16%
1 Year
+17.87%
3 Years (annualized)
+14.55%
5 Years (annualized)
+8.11%
10 Years (annualized)
+11.71%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+5.87%
vs Peers
+3.29%

PORYX Mutual Fund Performance

PORYX performance across multiple time periods: 1-month 1.66%, YTD 9.16%, 1-year 17.87%, 3-year 14.55%, 5-year 8.11%, 10-year 11.71%.

PORYX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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