POCAX Mutual Fund

POCAX Mutual Fund

NAV$12.95
See how much of POCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
-0.44%
6 Months
+2.69%
YTD
+6.89%
1 Year
+7.54%
3 Years (annualized)
+14.57%
5 Years (annualized)
+4.63%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POCAX 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)
+6.89%
Peer Avg (YTD)
+6.22%
vs Peers
+0.67%

POCAX Mutual Fund Performance

POCAX performance across multiple time periods: 1-month -0.08%, YTD 6.89%, 1-year 7.54%, 3-year 14.57%, 5-year 4.63%, 10-year 7.60%.

POCAX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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