POVEX Mutual Fund

POVEX Mutual Fund

NAV$34.63
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Returns Overview

1 Month
-2.36%
3 Months
-1.28%
6 Months
+9.01%
YTD
+8.77%
1 Year
+14.45%
3 Years (annualized)
+20.19%
5 Years (annualized)
+9.86%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POVEX 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
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📉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 EAFE Net Dividend(M1EAHDVD)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+9.29%
vs Peers
-0.52%

POVEX Mutual Fund Performance

POVEX performance across multiple time periods: 1-month -2.36%, YTD 8.77%, 1-year 14.45%, 3-year 20.19%, 5-year 9.86%, 10-year 9.23%.

POVEX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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