POEDX Mutual Fund

NAV$17.35
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Returns Overview

1 Month
+0.66%
3 Months
+14.08%
6 Months
+12.02%
YTD
+11.43%
1 Year
+22.00%
3 Years (annualized)
+17.14%
5 Years (annualized)
+8.12%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POEDX 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)
+11.43%
Peer Avg (YTD)
+6.73%
vs Peers
+4.70%

POEDX Mutual Fund Performance

POEDX performance across multiple time periods: 1-month 0.66%, YTD 11.43%, 1-year 22.00%, 3-year 17.14%, 5-year 8.12%, 10-year 11.28%.

POEDX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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