PWRAX Mutual Fund

PWRAX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
+1.26%
3 Months
+0.77%
6 Months
+1.37%
YTD
+1.21%
1 Year
+1.66%
3 Years (annualized)
+4.73%
5 Years (annualized)
+1.22%
10 Years (annualized)
+1.40%

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
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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
HFRU Hedge Fund Composite USD Index(^HFRUHFCUSDI)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+1.93%
vs Peers
-0.72%

PWRAX Mutual Fund Performance

PWRAX performance across multiple time periods: 1-month 1.26%, YTD 1.21%, 1-year 1.66%, 3-year 4.73%, 5-year 1.22%, 10-year 1.40%.

PWRAX returns trail the peer average of 1.93% 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.