POVEX Mutual Fund

POVEX Mutual Fund

NAV$35.02
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Returns Overview

1 Month
+0.97%
3 Months
+0.71%
6 Months
+1.20%
YTD
+13.07%
1 Year
+21.79%
3 Years (annualized)
+20.19%
5 Years (annualized)
+9.86%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POVEX 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)
+13.07%
Peer Avg (YTD)
+10.17%
vs Peers
+2.90%

POVEX Mutual Fund Performance

POVEX performance across multiple time periods: 1-month 0.97%, YTD 13.07%, 1-year 21.79%, 3-year 20.19%, 5-year 9.86%, 10-year 9.23%.

POVEX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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