POVDX Mutual Fund

POVDX Mutual Fund

NAV$34.88
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Returns Overview

1 Month
-1.45%
3 Months
-2.85%
6 Months
+0.46%
YTD
+7.15%
1 Year
+11.57%
3 Years (annualized)
+20.88%
5 Years (annualized)
+9.38%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POVDX 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
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📉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)
+7.15%
Peer Avg (YTD)
+8.05%
vs Peers
-0.90%

POVDX Mutual Fund Performance

POVDX performance across multiple time periods: 1-month -1.45%, YTD 7.15%, 1-year 11.57%, 3-year 20.88%, 5-year 9.38%, 10-year 8.90%.

POVDX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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