PWRIX Mutual Fund

PWRIX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
+0.79%
3 Months
+1.47%
6 Months
+0.87%
YTD
+1.32%
1 Year
+2.50%
3 Years (annualized)
+4.35%
5 Years (annualized)
+1.31%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWRIX 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)
+1.32%
Peer Avg (YTD)
+2.15%
vs Peers
-0.83%

PWRIX Mutual Fund Performance

PWRIX performance across multiple time periods: 1-month 0.79%, YTD 1.32%, 1-year 2.50%, 3-year 4.35%, 5-year 1.31%, 10-year 1.59%.

PWRIX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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