POGSX Mutual Fund

NAV$90.02

Returns Overview

1 Month
+3.54%
3 Months
+6.36%
6 Months
+14.88%
YTD
+3.38%
1 Year
+23.38%
3 Years
+20.61%
5 Years
+10.72%
10 Years
+12.61%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would POGSX 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
Morningstar US Market Index(^MSTAR)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+1.87%
vs Peers
+1.51%

POGSX Mutual Fund Performance

POGSX performance across multiple time periods: 1-month 3.54%, YTD 3.38%, 1-year 23.38%, 3-year 20.61%, 5-year 10.72%, 10-year 12.61%.

POGSX returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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