PWEYX Mutual Fund

PWEYX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-3.19%
3 Months
+0.15%
6 Months
+2.69%
YTD
+6.54%
1 Year
+8.88%
3 Years (annualized)
-1.25%
5 Years (annualized)
+3.42%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWEYX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+6.54%
Peer Avg (YTD)
+10.24%
vs Peers
-3.70%

PWEYX Mutual Fund Performance

PWEYX performance across multiple time periods: 1-month -3.19%, YTD 6.54%, 1-year 8.88%, 3-year -1.25%, 5-year 3.42%, 10-year 2.24%.

PWEYX returns trail the peer average of 10.24% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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