PWRAX Mutual Fund

PWRAX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
+0.57%
3 Months
+0.60%
6 Months
+0.33%
YTD
+0.44%
1 Year
+1.88%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.92%
10 Years (annualized)
+1.41%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
HFRU Hedge Fund Composite USD Index(^HFRUHFCUSDI)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+0.12%
vs Peers
+0.32%

PWRAX Mutual Fund Performance

PWRAX performance across multiple time periods: 1-month 0.57%, YTD 0.44%, 1-year 1.88%, 3-year 3.66%, 5-year 0.92%, 10-year 1.41%.

PWRAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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