POGCX Mutual Fund

POGCX Mutual Fund

NAV$60.00
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Returns Overview

1 Month
+3.10%
3 Months
-5.25%
6 Months
+7.68%
YTD
+2.91%
1 Year
+7.68%
3 Years (annualized)
+21.06%
5 Years (annualized)
+14.81%
10 Years (annualized)
+21.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGCX 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)
+2.91%
Peer Avg (YTD)
+8.51%
vs Peers
-5.60%

POGCX Mutual Fund Performance

POGCX performance across multiple time periods: 1-month 3.10%, YTD 2.91%, 1-year 7.68%, 3-year 21.06%, 5-year 14.81%, 10-year 21.52%.

POGCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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