POGCX Mutual Fund

POGCX Mutual Fund

NAV$59.63
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Returns Overview

1 Month
+2.50%
3 Months
-0.66%
6 Months
+17.04%
YTD
+5.49%
1 Year
+5.94%
3 Years (annualized)
+21.06%
5 Years (annualized)
+14.81%
10 Years (annualized)
+21.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+8.67%
vs Peers
-3.18%

POGCX Mutual Fund Performance

POGCX performance across multiple time periods: 1-month 2.50%, YTD 5.49%, 1-year 5.94%, 3-year 21.06%, 5-year 14.81%, 10-year 21.52%.

POGCX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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