POIVX Mutual Fund

NAV$5.85

Returns Overview

1 Month
-1.86%
3 Months
+5.54%
6 Months
+5.82%
YTD
+6.77%
1 Year
+15.43%
3 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POIVX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+14.60%
vs Peers
-7.83%

POIVX Mutual Fund Performance

POIVX performance across multiple time periods: 1-month -1.86%, YTD 6.77%, 1-year 15.43%, 3-year 1.76%.

POIVX returns trail the peer average of 14.60% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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