POSAX Mutual Fund

NAV$9.73

Returns Overview

1 Month
+1.05%
3 Months
+8.37%
6 Months
+9.49%
YTD
+9.36%
1 Year
+10.60%
3 Years (annualized)
+8.45%
5 Years (annualized)
+0.47%
10 Years (annualized)
+3.73%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+11.24%
vs Peers
-1.88%

POSAX Mutual Fund Performance

POSAX performance across multiple time periods: 1-month 1.05%, YTD 9.36%, 1-year 10.60%, 3-year 8.45%, 5-year 0.47%, 10-year 3.73%.

POSAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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