POGSX Mutual Fund

POGSX Mutual Fund

NAV$101.18
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Returns Overview

1 Month
-2.91%
3 Months
+0.43%
6 Months
+11.10%
YTD
+10.00%
1 Year
+17.25%
3 Years (annualized)
+23.14%
5 Years (annualized)
+9.89%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGSX 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
Morningstar US Market Index(^MSTAR)
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+9.98%
vs Peers
+0.01%

POGSX Mutual Fund Performance

POGSX performance across multiple time periods: 1-month -2.91%, YTD 10.00%, 1-year 17.25%, 3-year 23.14%, 5-year 9.89%, 10-year 12.92%.

POGSX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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