POAGX Mutual Fund

POAGX Mutual Fund

NAV$61.67
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Returns Overview

1 Month
+0.70%
3 Months
-4.17%
6 Months
+34.48%
YTD
+23.57%
1 Year
+35.72%
3 Years (annualized)
+23.76%
5 Years (annualized)
+10.84%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.57%
Peer Avg (YTD)
+6.72%
vs Peers
+16.85%

POAGX Mutual Fund Performance

POAGX performance across multiple time periods: 1-month 0.70%, YTD 23.57%, 1-year 35.72%, 3-year 23.76%, 5-year 10.84%, 10-year 14.60%.

POAGX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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