POAAX Mutual Fund

POAAX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
-0.56%
3 Months
+1.04%
6 Months
+2.11%
YTD
+2.89%
1 Year
+7.24%
3 Years (annualized)
+7.35%
5 Years (annualized)
+2.18%
10 Years (annualized)
+4.03%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+3.39%
vs Peers
-0.50%

POAAX Mutual Fund Performance

POAAX performance across multiple time periods: 1-month -0.56%, YTD 2.89%, 1-year 7.24%, 3-year 7.35%, 5-year 2.18%, 10-year 4.03%.

POAAX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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