POGAX Mutual Fund

POGAX Mutual Fund

NAV$81.06
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Returns Overview

1 Month
+3.16%
3 Months
-5.07%
6 Months
+8.10%
YTD
+3.42%
1 Year
+8.49%
3 Years (annualized)
+19.51%
5 Years (annualized)
+10.17%
10 Years (annualized)
+17.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+8.51%
vs Peers
-5.09%

POGAX Mutual Fund Performance

POGAX performance across multiple time periods: 1-month 3.16%, YTD 3.42%, 1-year 8.49%, 3-year 19.51%, 5-year 10.17%, 10-year 17.38%.

POGAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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