POWYX Mutual Fund

POWYX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-1.00%
3 Months
+2.07%
6 Months
+4.41%
YTD
+5.63%
1 Year
+13.15%
3 Years (annualized)
+13.51%
5 Years (annualized)
+7.43%

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)
+5.63%
Peer Avg (YTD)
+6.99%
vs Peers
-1.37%

POWYX Mutual Fund Performance

POWYX performance across multiple time periods: 1-month -1.00%, YTD 5.63%, 1-year 13.15%, 3-year 13.51%, 5-year 7.43%.

POWYX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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