POSAX Mutual Fund

POSAX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-2.86%
3 Months
+0.32%
6 Months
-1.35%
YTD
+8.56%
1 Year
+7.61%
3 Years (annualized)
+8.28%
5 Years (annualized)
-0.71%
10 Years (annualized)
+3.43%

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)
+8.56%
Peer Avg (YTD)
+9.10%
vs Peers
-0.54%

POSAX Mutual Fund Performance

POSAX performance across multiple time periods: 1-month -2.86%, YTD 8.56%, 1-year 7.61%, 3-year 8.28%, 5-year -0.71%, 10-year 3.43%.

POSAX returns trail the peer average of 9.10% 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.