· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $3.28Day +2.18%1Y −15.9%Off 52W high −31.5%Vol (1Y) 24.9%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,511 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
POAHY is not in the screener universe.
| YTD−24.6% |
| 1Y−15.9% |
| 3Y−33.9% |
| 5Y−61.3% |
| 10Y+3.8% |
| Since incept. (ann.)+1.1% |
Total return through 2026-07-29 · series begins 2016-07-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)24.9% |
| Ann. volatility (3Y)26.0% |
| Sharpe (1Y)−0.63 |
| Sharpe (3Y)−0.41 |
| Max drawdown (1Y)−33.1% |
| Max drawdown (3Y)−39.6% |
| Beta (3Y vs SPY)0.65 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| NAVELLIER & ASSOCIATES INC | 58,962 | $211,025 | — | +4.8% |
| RHUMBLINE ADVISERS | 48,562 | $173,359 | — | +0.0% |
| GAMMA Investing LLC | 30,729 | $109,703 | — | +19.0% |
| Salomon & Ludwin, LLC | 873 | $3,178 | — | −67.6% |
| KERR FINANCIAL PLANNING Corp | 700 | $2,523 | — | +0.0% |
| VSM Wealth Advisory, LLC | 100 | $357 | — | +0.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for POAHY.
