PWTYX Mutual Fund

PWTYX Mutual Fund

NAV$56.46
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Returns Overview

1 Month
-2.45%
3 Months
-0.57%
6 Months
+10.25%
YTD
+6.20%
1 Year
+9.00%
3 Years (annualized)
+14.11%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.72%

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
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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)
+6.20%
Peer Avg (YTD)
+4.97%
vs Peers
+1.23%

PWTYX Mutual Fund Performance

PWTYX performance across multiple time periods: 1-month -2.45%, YTD 6.20%, 1-year 9.00%, 3-year 14.11%, 5-year 7.48%, 10-year 9.72%.

PWTYX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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