POEAX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
+0.67%
3 Months
+14.03%
6 Months
+11.94%
YTD
+11.34%
1 Year
+21.74%
3 Years (annualized)
+16.85%
5 Years (annualized)
+12.96%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POEAX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+6.73%
vs Peers
+4.61%

POEAX Mutual Fund Performance

POEAX performance across multiple time periods: 1-month 0.67%, YTD 11.34%, 1-year 21.74%, 3-year 16.85%, 5-year 12.96%, 10-year 13.60%.

POEAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

POEAX performance comparison shows side-by-side returns with another fund. POEAX alternatives are available in the Mutual Fund Screener.