POEAX Mutual Fund

POEAX Mutual Fund

NAV$16.86
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Returns Overview

1 Month
+0.18%
3 Months
+4.82%
6 Months
+8.89%
YTD
+11.54%
1 Year
+20.24%
3 Years (annualized)
+15.67%
5 Years (annualized)
+7.76%
10 Years (annualized)
+10.69%

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
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)
+11.54%
Peer Avg (YTD)
+6.57%
vs Peers
+4.97%

POEAX Mutual Fund Performance

POEAX performance across multiple time periods: 1-month 0.18%, YTD 11.54%, 1-year 20.24%, 3-year 15.67%, 5-year 7.76%, 10-year 10.69%.

POEAX 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.

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