PWRAX Mutual Fund

NAV$8.86

Returns Overview

1 Month
+0.03%
3 Months
+0.71%
6 Months
-0.24%
YTD
-0.13%
1 Year
+1.53%
3 Years (annualized)
+3.94%
5 Years (annualized)
+0.81%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWRAX 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
HFRU Hedge Fund Composite USD Index(^HFRUHFCUSDI)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+3.23%
vs Peers
-3.36%

PWRAX Mutual Fund Performance

PWRAX performance across multiple time periods: 1-month 0.03%, YTD -0.13%, 1-year 1.53%, 3-year 3.94%, 5-year 0.81%, 10-year 1.43%.

PWRAX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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