POACX Mutual Fund

POACX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+0.71%
3 Months
+0.22%
6 Months
+1.31%
YTD
+3.14%
1 Year
+5.75%
3 Years (annualized)
+7.11%
5 Years (annualized)
+2.69%
10 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POACX 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)
+3.14%
Peer Avg (YTD)
+3.78%
vs Peers
-0.63%

POACX Mutual Fund Performance

POACX performance across multiple time periods: 1-month 0.71%, YTD 3.14%, 1-year 5.75%, 3-year 7.11%, 5-year 2.69%, 10-year 3.93%.

POACX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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