POLIX Mutual Fund

NAV$30.38

Returns Overview

1 Month
-5.59%
3 Months
-8.82%
6 Months
-5.13%
YTD
-4.55%
1 Year
-6.37%
3 Years
+12.37%
5 Years
+7.05%
10 Years
+14.25%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would POLIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.55%
Peer Avg (YTD)
+0.87%
vs Peers
-5.42%

POLIX Mutual Fund Performance

POLIX performance across multiple time periods: 1-month -5.59%, YTD -4.55%, 1-year -6.37%, 3-year 12.37%, 5-year 7.05%, 10-year 14.25%.

POLIX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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