POLIX Mutual Fund

NAV$31.92

Returns Overview

1 Month
+5.90%
3 Months
+8.34%
6 Months
-6.13%
YTD
-4.10%
1 Year
-0.30%
3 Years
+9.90%
5 Years
+4.89%
10 Years
+13.90%

Risk Metrics (1-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)
-4.10%
Peer Avg (YTD)
+8.82%
vs Peers
-12.92%

POLIX Mutual Fund Performance

POLIX performance across multiple time periods: 1-month 5.90%, YTD -4.10%, 1-year -0.30%, 3-year 9.90%, 5-year 4.89%, 10-year 13.90%.

POLIX returns trail the peer average of 8.82% 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.