POCAX Mutual Fund

POCAX Mutual Fund

NAV$13.07
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Returns Overview

1 Month
-1.64%
3 Months
-0.44%
6 Months
+9.49%
YTD
+6.98%
1 Year
+9.22%
3 Years (annualized)
+13.03%
5 Years (annualized)
+5.05%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+6.10%
vs Peers
+0.88%

POCAX Mutual Fund Performance

POCAX performance across multiple time periods: 1-month -1.64%, YTD 6.98%, 1-year 9.22%, 3-year 13.03%, 5-year 5.05%, 10-year 7.69%.

POCAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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