POGSX Mutual Fund

NAV$97.06

Returns Overview

1 Month
-0.29%
3 Months
+2.29%
6 Months
+2.22%
YTD
+7.93%
1 Year
+25.50%
3 Years (annualized)
+20.42%
5 Years (annualized)
+8.70%
10 Years (annualized)
+12.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
+7.93%
Peer Avg (YTD)
+9.51%
vs Peers
-1.58%

POGSX Mutual Fund Performance

POGSX performance across multiple time periods: 1-month -0.29%, YTD 7.93%, 1-year 25.50%, 3-year 20.42%, 5-year 8.70%, 10-year 12.60%.

POGSX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.95%, 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.