POVYX Mutual Fund

POVYX Mutual Fund

NAV$34.36
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Returns Overview

1 Month
-2.38%
3 Months
-1.29%
6 Months
+9.02%
YTD
+8.75%
1 Year
+14.37%
3 Years (annualized)
+20.05%
5 Years (annualized)
+9.70%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POVYX 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)
+8.75%
Peer Avg (YTD)
+9.29%
vs Peers
-0.55%

POVYX Mutual Fund Performance

POVYX performance across multiple time periods: 1-month -2.38%, YTD 8.75%, 1-year 14.37%, 3-year 20.05%, 5-year 9.70%, 10-year 9.08%.

POVYX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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