PAWAX Mutual Fund

PAWAX Mutual Fund

NAV$77.69
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Returns Overview

1 Month
+0.60%
3 Months
+11.84%
6 Months
+1.04%
YTD
+0.89%
1 Year
+9.49%
3 Years (annualized)
+16.93%
5 Years (annualized)
+9.26%
10 Years (annualized)
+17.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAWAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+8.97%
vs Peers
-8.08%

PAWAX Mutual Fund Performance

PAWAX performance across multiple time periods: 1-month 0.60%, YTD 0.89%, 1-year 9.49%, 3-year 16.93%, 5-year 9.26%, 10-year 17.35%.

PAWAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

PAWAX performance comparison shows side-by-side returns with another fund. PAWAX alternatives are available in the Mutual Fund Screener.