PONPX Mutual Fund

PONPX Mutual Fund

NAV$10.35
See how much of PONPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.30%
3 Months
-3.97%
6 Months
-1.99%
YTD
-2.55%
1 Year
-0.11%
3 Years (annualized)
+7.11%
5 Years (annualized)
+3.47%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PONPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.55%
Peer Avg (YTD)
+0.50%
vs Peers
-3.05%

PONPX Mutual Fund Performance

PONPX performance across multiple time periods: 1-month -3.30%, YTD -2.55%, 1-year -0.11%, 3-year 7.11%, 5-year 3.47%, 10-year 4.41%.

PONPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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