POLEX Mutual Fund

POLEX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
-0.41%
3 Months
-5.30%
6 Months
+17.49%
YTD
+16.14%
1 Year
+22.93%
3 Years (annualized)
+19.47%
5 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLEX 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
MSCI Emerging Markets Net Return Index(.dMIEF00000NUS)
This Mutual Fund (YTD)
+16.14%
Peer Avg (YTD)
+20.48%
vs Peers
-4.34%

POLEX Mutual Fund Performance

POLEX performance across multiple time periods: 1-month -0.41%, YTD 16.14%, 1-year 22.93%, 3-year 19.47%, 5-year 4.31%.

POLEX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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