PODAX Mutual Fund

NAV$14.27

Returns Overview

1 Month
-0.42%
3 Months
+4.01%
6 Months
+5.94%
YTD
+8.85%
1 Year
+18.84%
3 Years (annualized)
+14.94%
5 Years (annualized)
+10.79%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PODAX 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)
+8.85%
Peer Avg (YTD)
+6.73%
vs Peers
+2.12%

PODAX Mutual Fund Performance

PODAX performance across multiple time periods: 1-month -0.42%, YTD 8.85%, 1-year 18.84%, 3-year 14.94%, 5-year 10.79%, 10-year 11.54%.

PODAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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