POGAX Mutual Fund

POGAX Mutual Fund

NAV$73.49
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Returns Overview

1 Month
-5.75%
3 Months
-0.29%
6 Months
-1.84%
YTD
-0.04%
1 Year
-2.70%
3 Years (annualized)
+20.84%
5 Years (annualized)
+9.17%
10 Years (annualized)
+17.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGAX 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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+5.14%
vs Peers
-5.18%

POGAX Mutual Fund Performance

POGAX performance across multiple time periods: 1-month -5.75%, YTD -0.04%, 1-year -2.70%, 3-year 20.84%, 5-year 9.17%, 10-year 17.11%.

POGAX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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