POSAX Mutual Fund

POSAX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
+2.19%
3 Months
+1.87%
6 Months
+8.66%
YTD
+11.76%
1 Year
+15.37%
3 Years (annualized)
+8.14%
5 Years (annualized)
+0.11%
10 Years (annualized)
+3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POSAX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+11.76%
Peer Avg (YTD)
+12.53%
vs Peers
-0.77%

POSAX Mutual Fund Performance

POSAX performance across multiple time periods: 1-month 2.19%, YTD 11.76%, 1-year 15.37%, 3-year 8.14%, 5-year 0.11%, 10-year 3.51%.

POSAX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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