POIIX Mutual Fund

POIIX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
+2.92%
3 Months
+9.73%
6 Months
-4.52%
YTD
-5.07%
1 Year
-11.72%
3 Years (annualized)
-1.03%
5 Years (annualized)
-3.63%

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)
-5.07%
Peer Avg (YTD)
+8.97%
vs Peers
-14.05%

POIIX Mutual Fund Performance

POIIX performance across multiple time periods: 1-month 2.92%, YTD -5.07%, 1-year -11.72%, 3-year -1.03%, 5-year -3.63%.

POIIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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