POPXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.44%
3 Months
+1.29%
6 Months
+2.05%
YTD
+2.05%
1 Year
+3.37%
3 Years (annualized)
+1.23%
5 Years (annualized)
+2.06%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POPXX 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 US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+1.24%
vs Peers
+0.80%

POPXX Mutual Fund Performance

POPXX performance across multiple time periods: 1-month 0.44%, YTD 2.05%, 1-year 3.37%, 3-year 1.23%, 5-year 2.06%, 10-year 1.47%.

POPXX returns outperform the peer average of 1.24% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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