POMCX Mutual Fund

POMCX Mutual Fund

NAV$12.59
See how much of POMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.27%
3 Months
+1.35%
6 Months
+6.16%
YTD
+8.33%
1 Year
+12.21%
3 Years (annualized)
+12.22%
5 Years (annualized)
+4.27%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POMCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+7.17%
vs Peers
+1.15%

POMCX Mutual Fund Performance

POMCX performance across multiple time periods: 1-month 1.27%, YTD 8.33%, 1-year 12.21%, 3-year 12.22%, 5-year 4.27%, 10-year 6.88%.

POMCX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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