PWZ ETF

$24.17

Returns Overview

1 Month
+0.95%
3 Months
+2.79%
6 Months
+2.55%
YTD
+2.51%
1 Year
+8.27%
3 Years (annualized)
+3.04%
5 Years (annualized)
+0.15%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PWZ 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This ETF (YTD)
+2.51%
Peer Avg (YTD)
+1.98%
vs Peers
+0.53%

PWZ ETF Performance

PWZ performance across multiple time periods: 1-month 0.95%, YTD 2.51%, 1-year 8.27%, 3-year 3.04%, 5-year 0.15%, 10-year 1.79%.

PWZ returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this ETF.

PWZ performance comparison shows side-by-side returns with another fund. PWZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.95%N/A
3 Months+2.79%N/A
6 Months+2.55%N/A
1 Year+8.27%N/A
3 Years+3.04%N/A
5 Years+0.15%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized