POGRX Mutual Fund

POGRX Mutual Fund

NAV$45.35
See how much of POGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.79%
3 Months
-0.38%
6 Months
+12.30%
YTD
+19.59%
1 Year
+26.67%
3 Years (annualized)
+28.81%
5 Years (annualized)
+13.97%
10 Years (annualized)
+16.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.59%
Peer Avg (YTD)
+5.23%
vs Peers
+14.36%

POGRX Mutual Fund Performance

POGRX performance across multiple time periods: 1-month -4.79%, YTD 19.59%, 1-year 26.67%, 3-year 28.81%, 5-year 13.97%, 10-year 16.13%.

POGRX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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