POSKX Mutual Fund

POSKX Mutual Fund

NAV$39.48
See how much of POSKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.89%
3 Months
-6.67%
6 Months
+18.67%
YTD
+18.53%
1 Year
+29.66%
3 Years (annualized)
+21.43%
5 Years (annualized)
+13.27%
10 Years (annualized)
+14.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POSKX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.53%
Peer Avg (YTD)
+9.98%
vs Peers
+8.54%

POSKX Mutual Fund Performance

POSKX performance across multiple time periods: 1-month 0.89%, YTD 18.53%, 1-year 29.66%, 3-year 21.43%, 5-year 13.27%, 10-year 14.62%.

POSKX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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