POIRX Mutual Fund

POIRX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
+2.90%
3 Months
+9.73%
6 Months
-4.59%
YTD
-5.15%
1 Year
-11.87%
3 Years (annualized)
-1.27%
5 Years (annualized)
-3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POIRX 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)
-5.15%
Peer Avg (YTD)
+8.97%
vs Peers
-14.12%

POIRX Mutual Fund Performance

POIRX performance across multiple time periods: 1-month 2.90%, YTD -5.15%, 1-year -11.87%, 3-year -1.27%, 5-year -3.87%.

POIRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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