POGSX Mutual Fund

NAV$96.54

Returns Overview

1 Month
+0.08%
3 Months
+3.95%
6 Months
+6.69%
YTD
+6.27%
1 Year
+26.66%
3 Years
+21.23%
5 Years
+8.61%
10 Years
+11.93%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would POGSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar US Market Index(^MSTAR)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+9.18%
vs Peers
-2.91%

POGSX Mutual Fund Performance

POGSX performance across multiple time periods: 1-month 0.08%, YTD 6.27%, 1-year 26.66%, 3-year 21.23%, 5-year 8.61%, 10-year 11.93%.

POGSX returns trail the peer average of 9.18% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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