POVSX Mutual Fund

POVSX Mutual Fund

NAV$33.32
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Returns Overview

1 Month
-1.48%
3 Months
-2.95%
6 Months
+0.30%
YTD
+6.89%
1 Year
+11.24%
3 Years (annualized)
+20.51%
5 Years (annualized)
+9.03%
10 Years (annualized)
+8.58%

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
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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)
+6.89%
Peer Avg (YTD)
+8.05%
vs Peers
-1.16%

POVSX Mutual Fund Performance

POVSX performance across multiple time periods: 1-month -1.48%, YTD 6.89%, 1-year 11.24%, 3-year 20.51%, 5-year 9.03%, 10-year 8.58%.

POVSX returns trail the peer average of 8.05% 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.