PODCX Mutual Fund

PODCX Mutual Fund

NAV$13.87
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Returns Overview

3 Months
+3.81%
6 Months
+7.17%
YTD
+9.32%
1 Year
+16.49%
3 Years (annualized)
+13.05%
5 Years (annualized)
+5.80%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PODCX 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)
+9.32%
Peer Avg (YTD)
+6.57%
vs Peers
+2.75%

PODCX Mutual Fund Performance

PODCX performance across multiple time periods: YTD 9.32%, 1-year 16.49%, 3-year 13.05%, 5-year 5.80%, 10-year 8.35%.

PODCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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