POLEX Mutual Fund

NAV$11.62

Returns Overview

1 Month
-7.26%
3 Months
-1.69%
6 Months
+6.31%
YTD
+10.98%
1 Year
+46.89%
3 Years (annualized)
+20.91%
5 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POLEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Net Return Index(.dMIEF00000NUS)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+23.08%
vs Peers
-12.09%

POLEX Mutual Fund Performance

POLEX performance across multiple time periods: 1-month -7.26%, YTD 10.98%, 1-year 46.89%, 3-year 20.91%, 5-year 4.09%.

POLEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

POLEX performance comparison shows side-by-side returns with another fund. POLEX alternatives are available in the Mutual Fund Screener.