POLIX Mutual Fund

POLIX Mutual Fund

NAV$33.95
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Returns Overview

1 Month
-2.03%
3 Months
+4.19%
6 Months
+11.43%
YTD
-7.10%
1 Year
-9.51%
3 Years (annualized)
+6.57%
5 Years (annualized)
+1.74%
10 Years (annualized)
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-7.10%
Peer Avg (YTD)
+8.67%
vs Peers
-15.76%

POLIX Mutual Fund Performance

POLIX performance across multiple time periods: 1-month -2.03%, YTD -7.10%, 1-year -9.51%, 3-year 6.57%, 5-year 1.74%, 10-year 13.52%.

POLIX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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