POVBX Mutual Fund

POVBX Mutual Fund

NAV$25.29
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Returns Overview

3 Months
-3.00%
6 Months
+1.23%
YTD
+8.07%
1 Year
+13.44%
3 Years (annualized)
+4.10%
5 Years (annualized)
+6.03%
10 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POVBX 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
MSCI EAFE Net Dividend(M1EAHDVD)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+17.33%
vs Peers
-9.26%

POVBX Mutual Fund Performance

POVBX performance across multiple time periods: YTD 8.07%, 1-year 13.44%, 3-year 4.10%, 5-year 6.03%, 10-year 4.12%.

POVBX returns trail the peer average of 17.33% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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