POWYX Mutual Fund

POWYX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+0.59%
3 Months
+8.24%
6 Months
+6.98%
YTD
+6.70%
1 Year
+15.00%
3 Years (annualized)
+14.64%
5 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POWYX 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)
+6.70%
Peer Avg (YTD)
+7.64%
vs Peers
-0.94%

POWYX Mutual Fund Performance

POWYX performance across multiple time periods: 1-month 0.59%, YTD 6.70%, 1-year 15.00%, 3-year 14.64%, 5-year 7.84%.

POWYX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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