POICX Mutual Fund

POICX Mutual Fund

NAV$10.10
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Returns Overview

1 Month
-1.00%
3 Months
-1.78%
6 Months
+6.83%
YTD
+0.01%
1 Year
+9.99%
3 Years (annualized)
+8.48%
5 Years (annualized)
+0.36%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POICX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+4.96%
vs Peers
-4.96%

POICX Mutual Fund Performance

POICX performance across multiple time periods: 1-month -1.00%, YTD 0.01%, 1-year 9.99%, 3-year 8.48%, 5-year 0.36%, 10-year 7.00%.

POICX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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