POEFX Mutual Fund

POEFX Mutual Fund

NAV$10.33
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Returns Overview

1 Month
+2.35%
3 Months
-1.73%
6 Months
-0.46%
YTD
+13.94%
1 Year
+12.40%
3 Years (annualized)
-4.47%
5 Years (annualized)
+0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POEFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.94%
Peer Avg (YTD)
+9.98%
vs Peers
+3.96%

POEFX Mutual Fund Performance

POEFX performance across multiple time periods: 1-month 2.35%, YTD 13.94%, 1-year 12.40%, 3-year -4.47%, 5-year 0.68%.

POEFX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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