POOCX Mutual Fund

POOCX Mutual Fund

NAV$8.38
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Returns Overview

1 Month
+1.33%
3 Months
+4.92%
6 Months
+4.23%
YTD
+2.50%
1 Year
+2.88%
3 Years (annualized)
+4.54%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POOCX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+2.13%
vs Peers
+0.38%

POOCX Mutual Fund Performance

POOCX performance across multiple time periods: 1-month 1.33%, YTD 2.50%, 1-year 2.88%, 3-year 4.54%, 5-year 0.18%, 10-year 1.12%.

POOCX returns outperform the peer average of 2.13% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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