PWTYX Mutual Fund

NAV$57.10

Returns Overview

1 Month
-0.69%
3 Months
+10.88%
6 Months
+7.13%
YTD
+6.81%
1 Year
+17.27%
3 Years (annualized)
+13.87%
5 Years (annualized)
+7.56%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWTYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+5.87%
vs Peers
+0.94%

PWTYX Mutual Fund Performance

PWTYX performance across multiple time periods: 1-month -0.69%, YTD 6.81%, 1-year 17.27%, 3-year 13.87%, 5-year 7.56%, 10-year 10.10%.

PWTYX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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