PAWAX Mutual Fund

PAWAX Mutual Fund

NAV$76.87
See how much of PAWAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.43%
3 Months
+0.37%
6 Months
+12.25%
YTD
+1.27%
1 Year
+2.10%
3 Years (annualized)
+16.03%
5 Years (annualized)
+8.58%
10 Years (annualized)
+16.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAWAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+8.68%
vs Peers
-7.41%

PAWAX Mutual Fund Performance

PAWAX performance across multiple time periods: 1-month -0.43%, YTD 1.27%, 1-year 2.10%, 3-year 16.03%, 5-year 8.58%, 10-year 16.95%.

PAWAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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