POBAX Mutual Fund

POBAX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+1.13%
3 Months
+1.22%
6 Months
+4.05%
YTD
+6.37%
1 Year
+9.90%
3 Years (annualized)
+10.38%
5 Years (annualized)
+3.46%
10 Years (annualized)
+5.67%

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)
+6.37%
Peer Avg (YTD)
+3.78%
vs Peers
+2.60%

POBAX Mutual Fund Performance

POBAX performance across multiple time periods: 1-month 1.13%, YTD 6.37%, 1-year 9.90%, 3-year 10.38%, 5-year 3.46%, 10-year 5.67%.

POBAX returns outperform the peer average of 3.78% 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.