PWETX Mutual Fund

PWETX Mutual Fund

NAV$21.69

Returns Overview

1 Month
-2.18%
3 Months
+20.52%
6 Months
+24.42%
YTD
+22.44%
1 Year
+44.08%
3 Years (annualized)
+21.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWETX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.44%
Peer Avg (YTD)
+23.08%
vs Peers
-0.64%

PWETX Mutual Fund Performance

PWETX performance across multiple time periods: 1-month -2.18%, YTD 22.44%, 1-year 44.08%, 3-year 21.49%.

PWETX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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