PAWAX Mutual Fund

PAWAX Mutual Fund

NAV$76.62
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Returns Overview

1 Month
+2.22%
3 Months
+1.41%
6 Months
+5.64%
YTD
+1.71%
1 Year
+6.42%
3 Years (annualized)
+16.03%
5 Years (annualized)
+8.58%
10 Years (annualized)
+16.95%

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)
+1.71%
Peer Avg (YTD)
+8.51%
vs Peers
-6.80%

PAWAX Mutual Fund Performance

PAWAX performance across multiple time periods: 1-month 2.22%, YTD 1.71%, 1-year 6.42%, 3-year 16.03%, 5-year 8.58%, 10-year 16.95%.

PAWAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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