POEDX Mutual Fund

POEDX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
+0.24%
3 Months
+4.87%
6 Months
+9.01%
YTD
+11.69%
1 Year
+22.20%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.34%
10 Years (annualized)
+11.13%

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
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)
+11.69%
Peer Avg (YTD)
+6.57%
vs Peers
+5.12%

POEDX Mutual Fund Performance

POEDX performance across multiple time periods: 1-month 0.24%, YTD 11.69%, 1-year 22.20%, 3-year 16.52%, 5-year 8.34%, 10-year 11.13%.

POEDX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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