POAGX Mutual Fund

NAV$63.29

Returns Overview

1 Month
+17.21%
3 Months
+21.07%
6 Months
+24.98%
YTD
+21.35%
1 Year
+61.65%
3 Years
+26.38%
5 Years
+11.63%
10 Years
+15.41%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would POAGX 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)
+21.35%
Peer Avg (YTD)
+7.55%
vs Peers
+13.80%

POAGX Mutual Fund Performance

POAGX performance across multiple time periods: 1-month 17.21%, YTD 21.35%, 1-year 61.65%, 3-year 26.38%, 5-year 11.63%, 10-year 15.41%.

POAGX returns outperform the peer average of 7.55% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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