POSIX Mutual Fund

POSIX Mutual Fund

NAV$9.82
See how much of POSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.47%
3 Months
-6.01%
6 Months
+1.86%
YTD
+2.93%
1 Year
+1.59%
3 Years (annualized)
+8.75%
5 Years (annualized)
-0.31%
10 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POSIX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+4.73%
vs Peers
-1.81%

POSIX Mutual Fund Performance

POSIX performance across multiple time periods: 1-month -5.47%, YTD 2.93%, 1-year 1.59%, 3-year 8.75%, 5-year -0.31%, 10-year 3.84%.

POSIX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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