POEDX Mutual Fund

POEDX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-1.37%
3 Months
+0.57%
6 Months
+14.73%
YTD
+12.07%
1 Year
+15.18%
3 Years (annualized)
+17.75%
5 Years (annualized)
+7.86%
10 Years (annualized)
+11.01%

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)
+12.07%
Peer Avg (YTD)
+6.10%
vs Peers
+5.97%

POEDX Mutual Fund Performance

POEDX performance across multiple time periods: 1-month -1.37%, YTD 12.07%, 1-year 15.18%, 3-year 17.75%, 5-year 7.86%, 10-year 11.01%.

POEDX returns outperform the peer average of 6.10% 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.