POTYX Mutual Fund

POTYX Mutual Fund

NAV$8.40
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Returns Overview

1 Month
+1.42%
3 Months
+5.18%
6 Months
+4.76%
YTD
+3.36%
1 Year
+3.92%
3 Years (annualized)
+5.52%
5 Years (annualized)
+1.15%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POTYX 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
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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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+3.36%
Peer Avg (YTD)
+2.13%
vs Peers
+1.23%

POTYX Mutual Fund Performance

POTYX performance across multiple time periods: 1-month 1.42%, YTD 3.36%, 1-year 3.92%, 3-year 5.52%, 5-year 1.15%, 10-year 2.10%.

POTYX returns outperform the peer average of 2.13% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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