POGRX Mutual Fund

NAV$47.63

Returns Overview

1 Month
+16.21%
3 Months
+22.62%
6 Months
+27.54%
YTD
+23.76%
1 Year
+66.25%
3 Years
+30.23%
5 Years
+15.93%
10 Years
+17.34%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would POGRX 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)
+23.76%
Peer Avg (YTD)
+8.82%
vs Peers
+14.95%

POGRX Mutual Fund Performance

POGRX performance across multiple time periods: 1-month 16.21%, YTD 23.76%, 1-year 66.25%, 3-year 30.23%, 5-year 15.93%, 10-year 17.34%.

POGRX returns outperform the peer average of 8.82% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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