POVEX Mutual Fund

POVEX Mutual Fund

NAV$34.97
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Returns Overview

1 Month
+0.14%
3 Months
+3.44%
6 Months
+4.73%
YTD
+11.99%
1 Year
+26.58%
3 Years (annualized)
+18.17%
5 Years (annualized)
+10.24%
10 Years (annualized)
+10.02%

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
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)
+11.99%
Peer Avg (YTD)
+9.42%
vs Peers
+2.57%

POVEX Mutual Fund Performance

POVEX performance across multiple time periods: 1-month 0.14%, YTD 11.99%, 1-year 26.58%, 3-year 18.17%, 5-year 10.24%, 10-year 10.02%.

POVEX returns outperform the peer average of 9.42% 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.