PORYX Mutual Fund

PORYX Mutual Fund

NAV$21.34
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Returns Overview

1 Month
-2.18%
3 Months
-1.49%
6 Months
+9.43%
YTD
+7.53%
1 Year
+9.73%
3 Years (annualized)
+14.23%
5 Years (annualized)
+7.49%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PORYX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+4.97%
vs Peers
+2.57%

PORYX Mutual Fund Performance

PORYX performance across multiple time periods: 1-month -2.18%, YTD 7.53%, 1-year 9.73%, 3-year 14.23%, 5-year 7.49%, 10-year 6.75%.

PORYX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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