POXBX Mutual Fund

POXBX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
+0.56%
3 Months
+3.01%
6 Months
+1.62%
YTD
+1.50%
1 Year
+5.93%
3 Years (annualized)
-1.37%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POXBX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+1.70%
vs Peers
-0.20%

POXBX Mutual Fund Performance

POXBX performance across multiple time periods: 1-month 0.56%, YTD 1.50%, 1-year 5.93%, 3-year -1.37%, 5-year 0.08%, 10-year 1.25%.

POXBX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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