POGBX Mutual Fund

NAV$47.54

Returns Overview

1 Month
+2.05%
3 Months
+6.10%
6 Months
+9.54%
YTD
+20.60%
1 Year
+30.44%
3 Years (annualized)
+6.91%
5 Years (annualized)
+16.55%
10 Years (annualized)
+12.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGBX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+20.60%
Peer Avg (YTD)
+17.92%
vs Peers
+2.68%

POGBX Mutual Fund Performance

POGBX performance across multiple time periods: 1-month 2.05%, YTD 20.60%, 1-year 30.44%, 3-year 6.91%, 5-year 16.55%, 10-year 12.73%.

POGBX returns outperform the peer average of 17.92% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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