PWZ ETF

PWZ ETF
$23.81
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Returns Overview

1 Month
-2.68%
3 Months
-0.84%
6 Months
-0.01%
YTD
+0.39%
1 Year
+7.42%
3 Years (annualized)
+2.23%
5 Years (annualized)
-0.43%
10 Years (annualized)
+1.61%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This ETF (YTD)
+0.39%
Peer Avg (YTD)
+0.39%
vs Peers
-0.00%

PWZ ETF Performance

PWZ performance across multiple time periods: 1-month -2.68%, YTD 0.39%, 1-year 7.42%, 3-year 2.23%, 5-year -0.43%, 10-year 1.61%.

PWZ returns trail the peer average of 0.39% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.68%N/A
3 Months-0.84%N/A
6 Months-0.01%N/A
1 Year+7.42%N/A
3 Years+2.23%N/A
5 Years-0.43%N/A

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