POICX Mutual Fund

POICX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
-2.07%
3 Months
+1.63%
6 Months
-0.68%
YTD
-0.28%
1 Year
-1.35%
3 Years (annualized)
+7.43%
5 Years (annualized)
+1.55%
10 Years (annualized)
+7.25%

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
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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+5.54%
vs Peers
-5.82%

POICX Mutual Fund Performance

POICX performance across multiple time periods: 1-month -2.07%, YTD -0.28%, 1-year -1.35%, 3-year 7.43%, 5-year 1.55%, 10-year 7.25%.

POICX returns trail the peer average of 5.54% 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.