POSIX Mutual Fund

NAV$10.65

Returns Overview

1 Month
+1.06%
3 Months
+8.38%
6 Months
+9.62%
YTD
+9.51%
1 Year
+11.10%
3 Years (annualized)
+8.87%
5 Years (annualized)
+0.87%
10 Years (annualized)
+4.13%

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
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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+11.24%
vs Peers
-1.73%

POSIX Mutual Fund Performance

POSIX performance across multiple time periods: 1-month 1.06%, YTD 9.51%, 1-year 11.10%, 3-year 8.87%, 5-year 0.87%, 10-year 4.13%.

POSIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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