PWASX Mutual Fund

PWASX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
+1.41%
3 Months
+0.70%
6 Months
+5.11%
YTD
+8.73%
1 Year
+10.11%
3 Years (annualized)
+0.66%
5 Years (annualized)
+4.16%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWASX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+14.82%
vs Peers
-6.09%

PWASX Mutual Fund Performance

PWASX performance across multiple time periods: 1-month 1.41%, YTD 8.73%, 1-year 10.11%, 3-year 0.66%, 5-year 4.16%, 10-year 4.41%.

PWASX returns trail the peer average of 14.82% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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