PORTX Mutual Fund

PORTX Mutual Fund

NAV$61.03
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Returns Overview

1 Month
-2.91%
3 Months
+0.15%
6 Months
+14.03%
YTD
+7.82%
1 Year
+11.37%
3 Years (annualized)
+11.97%
5 Years (annualized)
+4.34%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PORTX 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
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+9.29%
vs Peers
-1.48%

PORTX Mutual Fund Performance

PORTX performance across multiple time periods: 1-month -2.91%, YTD 7.82%, 1-year 11.37%, 3-year 11.97%, 5-year 4.34%, 10-year 10.66%.

PORTX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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