POCEX Mutual Fund

POCEX Mutual Fund

NAV$15.37
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Returns Overview

1 Month
-1.43%
3 Months
+0.26%
6 Months
+14.19%
YTD
+11.27%
1 Year
+14.05%
3 Years (annualized)
+16.59%
5 Years (annualized)
+12.09%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POCEX 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)
+11.27%
Peer Avg (YTD)
+6.10%
vs Peers
+5.17%

POCEX Mutual Fund Performance

POCEX performance across multiple time periods: 1-month -1.43%, YTD 11.27%, 1-year 14.05%, 3-year 16.59%, 5-year 12.09%, 10-year 12.62%.

POCEX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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