POGSX Mutual Fund

POGSX Mutual Fund

NAV$102.70
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Returns Overview

1 Month
+0.75%
3 Months
+3.93%
6 Months
+6.74%
YTD
+10.35%
1 Year
+22.62%
3 Years (annualized)
+22.13%
5 Years (annualized)
+10.08%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POGSX 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
Morningstar US Market Index(^MSTAR)
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+9.41%
vs Peers
+0.94%

POGSX Mutual Fund Performance

POGSX performance across multiple time periods: 1-month 0.75%, YTD 10.35%, 1-year 22.62%, 3-year 22.13%, 5-year 10.08%, 10-year 13.03%.

POGSX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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