POVSX Mutual Fund

POVSX Mutual Fund

NAV$35.00
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Returns Overview

1 Month
-0.41%
3 Months
+10.37%
6 Months
+11.63%
YTD
+10.01%
1 Year
+23.50%
3 Years (annualized)
+20.35%
5 Years (annualized)
+10.76%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POVSX 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)
+10.01%
Peer Avg (YTD)
+9.13%
vs Peers
+0.88%

POVSX Mutual Fund Performance

POVSX performance across multiple time periods: 1-month -0.41%, YTD 10.01%, 1-year 23.50%, 3-year 20.35%, 5-year 10.76%, 10-year 10.46%.

POVSX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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