PORTX Mutual Fund

NAV$59.91

Returns Overview

1 Month
+0.66%
3 Months
+5.42%
6 Months
+4.76%
YTD
+7.38%
1 Year
-0.61%
3 Years (annualized)
+5.05%
5 Years (annualized)
+1.78%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PORTX 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 ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+9.13%
vs Peers
-1.75%

PORTX Mutual Fund Performance

PORTX performance across multiple time periods: 1-month 0.66%, YTD 7.38%, 1-year -0.61%, 3-year 5.05%, 5-year 1.78%, 10-year 9.16%.

PORTX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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