POLRX Mutual Fund

NAV$28.62

Returns Overview

1 Month
-5.61%
3 Months
-8.86%
6 Months
-5.25%
YTD
-4.56%
1 Year
-6.59%
3 Years
+12.09%
5 Years
+4.11%
10 Years
+11.91%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would POLRX 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)
-4.56%
Peer Avg (YTD)
+0.87%
vs Peers
-5.43%

POLRX Mutual Fund Performance

POLRX performance across multiple time periods: 1-month -5.61%, YTD -4.56%, 1-year -6.59%, 3-year 12.09%, 5-year 4.11%, 10-year 11.91%.

POLRX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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