PODCX Mutual Fund

PODCX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
-1.66%
3 Months
-0.22%
6 Months
+11.68%
YTD
+9.08%
1 Year
+11.62%
3 Years (annualized)
+14.56%
5 Years (annualized)
+5.68%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PODCX 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)
+9.08%
Peer Avg (YTD)
+6.10%
vs Peers
+2.98%

PODCX Mutual Fund Performance

PODCX performance across multiple time periods: 1-month -1.66%, YTD 9.08%, 1-year 11.62%, 3-year 14.56%, 5-year 5.68%, 10-year 8.45%.

PODCX 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.

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