POBAX Mutual Fund

POBAX Mutual Fund

NAV$11.32
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Returns Overview

1 Month
-0.25%
3 Months
+2.08%
6 Months
+3.88%
YTD
+5.18%
1 Year
+10.46%
3 Years (annualized)
+9.47%
5 Years (annualized)
+3.48%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POBAX 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)
+5.18%
Peer Avg (YTD)
+3.39%
vs Peers
+1.79%

POBAX Mutual Fund Performance

POBAX performance across multiple time periods: 1-month -0.25%, YTD 5.18%, 1-year 10.46%, 3-year 9.47%, 5-year 3.48%, 10-year 5.60%.

POBAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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