POSIX Mutual Fund

POSIX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
+2.29%
3 Months
+2.00%
6 Months
+8.94%
YTD
+12.02%
1 Year
+15.80%
3 Years (annualized)
+8.55%
5 Years (annualized)
+0.52%
10 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POSIX 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)
+12.02%
Peer Avg (YTD)
+12.53%
vs Peers
-0.51%

POSIX Mutual Fund Performance

POSIX performance across multiple time periods: 1-month 2.29%, YTD 12.02%, 1-year 15.80%, 3-year 8.55%, 5-year 0.52%, 10-year 3.91%.

POSIX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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