POAGX Mutual Fund

NAV$60.75

Returns Overview

1 Month
+6.26%
3 Months
+40.34%
6 Months
+31.14%
YTD
+28.95%
1 Year
+62.16%
3 Years (annualized)
+26.84%
5 Years (annualized)
+12.10%
10 Years (annualized)
+16.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POAGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+28.95%
Peer Avg (YTD)
+10.82%
vs Peers
+18.14%

POAGX Mutual Fund Performance

POAGX performance across multiple time periods: 1-month 6.26%, YTD 28.95%, 1-year 62.16%, 3-year 26.84%, 5-year 12.10%, 10-year 16.30%.

POAGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

POAGX performance comparison shows side-by-side returns with another fund. POAGX alternatives are available in the Mutual Fund Screener.