POLYX Mutual Fund

POLYX Mutual Fund

NAV$7.52
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Returns Overview

1 Month
-2.68%
3 Months
-3.39%
6 Months
-1.54%
YTD
-0.16%
1 Year
+2.19%
3 Years (annualized)
+7.30%
5 Years (annualized)
+1.55%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLYX 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 US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
+0.50%
vs Peers
-0.66%

POLYX Mutual Fund Performance

POLYX performance across multiple time periods: 1-month -2.68%, YTD -0.16%, 1-year 2.19%, 3-year 7.30%, 5-year 1.55%, 10-year 1.90%.

POLYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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