PODAX Mutual Fund

PODAX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
-1.53%
3 Months
-0.03%
6 Months
+12.13%
YTD
+9.73%
1 Year
+12.45%
3 Years (annualized)
+15.40%
5 Years (annualized)
+6.46%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PODAX 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)
+9.73%
Peer Avg (YTD)
+6.10%
vs Peers
+3.63%

PODAX Mutual Fund Performance

PODAX performance across multiple time periods: 1-month -1.53%, YTD 9.73%, 1-year 12.45%, 3-year 15.40%, 5-year 6.46%, 10-year 9.25%.

PODAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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