POMDX Mutual Fund

NAV$13.62

Returns Overview

1 Month
+0.23%
3 Months
+9.91%
6 Months
+7.86%
YTD
+7.51%
1 Year
+15.17%
3 Years (annualized)
+12.98%
5 Years (annualized)
+5.55%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POMDX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+6.73%
vs Peers
+0.79%

POMDX Mutual Fund Performance

POMDX performance across multiple time periods: 1-month 0.23%, YTD 7.51%, 1-year 15.17%, 3-year 12.98%, 5-year 5.55%, 10-year 8.16%.

POMDX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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