POICX Mutual Fund

POICX Mutual Fund

NAV$9.98
See how much of POICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.31%
3 Months
+0.20%
6 Months
+1.73%
YTD
+1.02%
1 Year
+0.02%
3 Years (annualized)
+8.48%
5 Years (annualized)
+0.36%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POICX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+6.28%
vs Peers
-5.26%

POICX Mutual Fund Performance

POICX performance across multiple time periods: 1-month 1.31%, YTD 1.02%, 1-year 0.02%, 3-year 8.48%, 5-year 0.36%, 10-year 7.00%.

POICX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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