POIIX Mutual Fund

POIIX Mutual Fund

NAV$14.67
See how much of POIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.03%
3 Months
+5.99%
6 Months
+2.22%
YTD
-2.25%
1 Year
-2.70%
3 Years (annualized)
+0.84%
5 Years (annualized)
-3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POIIX 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(MSEUACWF)
This Mutual Fund (YTD)
-2.25%
Peer Avg (YTD)
+8.51%
vs Peers
-10.76%

POIIX Mutual Fund Performance

POIIX performance across multiple time periods: 1-month 4.03%, YTD -2.25%, 1-year -2.70%, 3-year 0.84%, 5-year -3.35%.

POIIX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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