POVSX Mutual Fund

POVSX Mutual Fund

NAV$33.61
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Returns Overview

1 Month
-2.38%
3 Months
-1.38%
6 Months
+8.85%
YTD
+8.50%
1 Year
+14.05%
3 Years (annualized)
+19.72%
5 Years (annualized)
+9.42%
10 Years (annualized)
+8.83%

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)
+8.50%
Peer Avg (YTD)
+9.29%
vs Peers
-0.79%

POVSX Mutual Fund Performance

POVSX performance across multiple time periods: 1-month -2.38%, YTD 8.50%, 1-year 14.05%, 3-year 19.72%, 5-year 9.42%, 10-year 8.83%.

POVSX returns trail the peer average of 9.29% 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.