POGRX Mutual Fund

NAV$47.03
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Returns Overview

1 Month
+6.13%
3 Months
+40.32%
6 Months
+33.86%
YTD
+31.36%
1 Year
+67.27%
3 Years (annualized)
+30.40%
5 Years (annualized)
+16.66%
10 Years (annualized)
+18.40%

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
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📉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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+31.36%
Peer Avg (YTD)
+8.97%
vs Peers
+22.38%

POGRX Mutual Fund Performance

POGRX performance across multiple time periods: 1-month 6.13%, YTD 31.36%, 1-year 67.27%, 3-year 30.40%, 5-year 16.66%, 10-year 18.40%.

POGRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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