POWYX Mutual Fund

POWYX Mutual Fund

NAV$11.97
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Returns Overview

1 Month
-1.66%
3 Months
-1.09%
6 Months
+7.07%
YTD
+5.54%
1 Year
+8.16%
3 Years (annualized)
+14.60%
5 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POWYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+7.09%
vs Peers
-1.55%

POWYX Mutual Fund Performance

POWYX performance across multiple time periods: 1-month -1.66%, YTD 5.54%, 1-year 8.16%, 3-year 14.60%, 5-year 7.35%.

POWYX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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