POSKX Mutual Fund

NAV$40.92

Returns Overview

1 Month
+5.33%
3 Months
+27.15%
6 Months
+28.76%
YTD
+27.00%
1 Year
+51.06%
3 Years (annualized)
+25.42%
5 Years (annualized)
+15.61%
10 Years (annualized)
+16.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POSKX 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)
+27.00%
Peer Avg (YTD)
+9.51%
vs Peers
+17.49%

POSKX Mutual Fund Performance

POSKX performance across multiple time periods: 1-month 5.33%, YTD 27.00%, 1-year 51.06%, 3-year 25.42%, 5-year 15.61%, 10-year 16.42%.

POSKX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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