POGSX Mutual Fund

POGSX Mutual Fund

NAV$98.76
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Returns Overview

1 Month
+1.81%
3 Months
+1.48%
6 Months
+5.47%
YTD
+11.99%
1 Year
+15.21%
3 Years (annualized)
+24.61%
5 Years (annualized)
+9.93%
10 Years (annualized)
+12.83%

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)
+11.99%
Peer Avg (YTD)
+9.28%
vs Peers
+2.71%

POGSX Mutual Fund Performance

POGSX performance across multiple time periods: 1-month 1.81%, YTD 11.99%, 1-year 15.21%, 3-year 24.61%, 5-year 9.93%, 10-year 12.83%.

POGSX returns outperform the peer average of 9.28% 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.