REPOX Mutual Fund

REPOX Mutual Fund

NAV$10.04
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Returns Overview

6 Months
+0.74%
YTD
+0.36%
1 Year
+1.56%
3 Years (annualized)
+0.71%
5 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REPOX 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
LIBOR 1 Month Index(^LIBOR1M)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+1.53%
vs Peers
-1.17%

REPOX Mutual Fund Performance

REPOX performance across multiple time periods: YTD 0.36%, 1-year 1.56%, 3-year 0.71%, 5-year 1.28%.

REPOX returns trail the peer average of 1.53% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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