POEYX Mutual Fund

POEYX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
+2.50%
3 Months
-1.70%
6 Months
-0.54%
YTD
+13.57%
1 Year
+12.06%
3 Years (annualized)
-4.87%
5 Years (annualized)
+0.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POEYX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+9.98%
vs Peers
+3.58%

POEYX Mutual Fund Performance

POEYX performance across multiple time periods: 1-month 2.50%, YTD 13.57%, 1-year 12.06%, 3-year -4.87%, 5-year 0.21%.

POEYX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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