PWTAX Mutual Fund

PWTAX Mutual Fund

NAV$55.06
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Returns Overview

1 Month
-0.39%
3 Months
+2.26%
6 Months
+4.99%
YTD
+6.26%
1 Year
+14.87%
3 Years (annualized)
+12.44%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWTAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+5.54%
vs Peers
+0.72%

PWTAX Mutual Fund Performance

PWTAX performance across multiple time periods: 1-month -0.39%, YTD 6.26%, 1-year 14.87%, 3-year 12.44%, 5-year 6.99%, 10-year 9.37%.

PWTAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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