POGRX Mutual Fund

POGRX Mutual Fund

NAV$46.26
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Returns Overview

1 Month
+1.62%
3 Months
-4.38%
6 Months
+34.18%
YTD
+25.61%
1 Year
+38.93%
3 Years (annualized)
+26.49%
5 Years (annualized)
+15.06%
10 Years (annualized)
+16.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGRX 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)
+25.61%
Peer Avg (YTD)
+8.68%
vs Peers
+16.93%

POGRX Mutual Fund Performance

POGRX performance across multiple time periods: 1-month 1.62%, YTD 25.61%, 1-year 38.93%, 3-year 26.49%, 5-year 15.06%, 10-year 16.36%.

POGRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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