POIIX Mutual Fund

POIIX Mutual Fund

NAV$15.42
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Returns Overview

1 Month
-1.01%
3 Months
+3.69%
6 Months
-6.10%
YTD
-6.04%
1 Year
-7.60%
3 Years (annualized)
-1.22%
5 Years (annualized)
-3.85%

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
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📉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(MSEUACWF)
This Mutual Fund (YTD)
-6.04%
Peer Avg (YTD)
+6.23%
vs Peers
-12.27%

POIIX Mutual Fund Performance

POIIX performance across multiple time periods: 1-month -1.01%, YTD -6.04%, 1-year -7.60%, 3-year -1.22%, 5-year -3.85%.

POIIX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.08%, 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.