POGCX Mutual Fund

POGCX Mutual Fund

NAV$54.04
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Returns Overview

1 Month
-5.83%
3 Months
-0.49%
6 Months
-2.23%
YTD
-0.67%
1 Year
-3.44%
3 Years (annualized)
+19.92%
5 Years (annualized)
+8.35%
10 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGCX 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)
-0.67%
Peer Avg (YTD)
+5.14%
vs Peers
-5.80%

POGCX Mutual Fund Performance

POGCX performance across multiple time periods: 1-month -5.83%, YTD -0.67%, 1-year -3.44%, 3-year 19.92%, 5-year 8.35%, 10-year 16.23%.

POGCX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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