POSKX Mutual Fund

POSKX Mutual Fund

NAV$40.20
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Returns Overview

1 Month
-0.58%
3 Months
-2.56%
6 Months
+10.55%
YTD
+19.11%
1 Year
+32.45%
3 Years (annualized)
+21.43%
5 Years (annualized)
+13.27%
10 Years (annualized)
+14.62%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+19.11%
Peer Avg (YTD)
+11.21%
vs Peers
+7.90%

POSKX Mutual Fund Performance

POSKX performance across multiple time periods: 1-month -0.58%, YTD 19.11%, 1-year 32.45%, 3-year 21.43%, 5-year 13.27%, 10-year 14.62%.

POSKX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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