POMIX Mutual Fund

POMIX Mutual Fund

NAV$80.97
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Returns Overview

1 Month
+2.66%
3 Months
+1.93%
6 Months
+12.32%
YTD
+13.24%
1 Year
+20.54%
3 Years (annualized)
+20.65%
5 Years (annualized)
+11.70%
10 Years (annualized)
+14.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POMIX 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
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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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+13.24%
Peer Avg (YTD)
+11.21%
vs Peers
+2.03%

POMIX Mutual Fund Performance

POMIX performance across multiple time periods: 1-month 2.66%, YTD 13.24%, 1-year 20.54%, 3-year 20.65%, 5-year 11.70%, 10-year 14.58%.

POMIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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