PWITX Mutual Fund

NAV$22.31

Returns Overview

1 Month
-0.05%
3 Months
+8.85%
6 Months
+8.24%
YTD
+7.59%
1 Year
+10.77%
3 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWITX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+9.13%
vs Peers
-1.54%

PWITX Mutual Fund Performance

PWITX performance across multiple time periods: 1-month -0.05%, YTD 7.59%, 1-year 10.77%, 3-year 15.06%.

PWITX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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