POEIX Mutual Fund

NAV$10.34

Returns Overview

1 Month
+2.45%
3 Months
-1.70%
6 Months
-0.43%
YTD
+13.99%
1 Year
+12.33%
3 Years (annualized)
-4.53%
5 Years (annualized)
+0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POEIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.99%
Peer Avg (YTD)
+9.98%
vs Peers
+4.01%

POEIX Mutual Fund Performance

POEIX performance across multiple time periods: 1-month 2.45%, YTD 13.99%, 1-year 12.33%, 3-year -4.53%, 5-year 0.57%.

POEIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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