POAAX Mutual Fund

POAAX Mutual Fund

NAV$10.78
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Returns Overview

1 Month
+0.28%
3 Months
+4.38%
6 Months
+3.67%
YTD
+3.47%
1 Year
+8.37%
3 Years (annualized)
+7.96%
5 Years (annualized)
+1.12%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+4.14%
vs Peers
-0.67%

POAAX Mutual Fund Performance

POAAX performance across multiple time periods: 1-month 0.28%, YTD 3.47%, 1-year 8.37%, 3-year 7.96%, 5-year 1.12%, 10-year 3.60%.

POAAX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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