POCEX Mutual Fund

POCEX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
-0.72%
3 Months
-0.59%
6 Months
+3.99%
YTD
+10.46%
1 Year
+11.50%
3 Years (annualized)
+18.86%
5 Years (annualized)
+11.44%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POCEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+6.22%
vs Peers
+4.24%

POCEX Mutual Fund Performance

POCEX performance across multiple time periods: 1-month -0.72%, YTD 10.46%, 1-year 11.50%, 3-year 18.86%, 5-year 11.44%, 10-year 12.52%.

POCEX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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