POVSX Mutual Fund

POVSX Mutual Fund

NAV$34.27
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Returns Overview

1 Month
+0.12%
3 Months
+3.35%
6 Months
+4.55%
YTD
+11.76%
1 Year
+26.12%
3 Years (annualized)
+17.73%
5 Years (annualized)
+9.81%
10 Years (annualized)
+9.58%

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)
+11.76%
Peer Avg (YTD)
+9.42%
vs Peers
+2.34%

POVSX Mutual Fund Performance

POVSX performance across multiple time periods: 1-month 0.12%, YTD 11.76%, 1-year 26.12%, 3-year 17.73%, 5-year 9.81%, 10-year 9.58%.

POVSX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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