PODAX Mutual Fund

PODAX Mutual Fund

NAV$14.78
See how much of PODAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.07%
3 Months
+4.05%
6 Months
+7.62%
YTD
+9.84%
1 Year
+17.42%
3 Years (annualized)
+13.89%
5 Years (annualized)
+6.60%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PODAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+6.57%
vs Peers
+3.27%

PODAX Mutual Fund Performance

PODAX performance across multiple time periods: 1-month 0.07%, YTD 9.84%, 1-year 17.42%, 3-year 13.89%, 5-year 6.60%, 10-year 9.17%.

PODAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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