PWEAX

Mutual fund

$20.26 -$0.09 (-0.44%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $16.27High $21.86

Has PWEAX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWEAX returned +25.2%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWEAX
+25.2%
S&P 500
+16.8%
Largest decline 
PWEAX
14.4%
S&P 500
8.9%
Risk-adjusted return 
PWEAX
1.04
S&P 500
1.00
Downside risk-adjusted return 
PWEAX
1.47
S&P 500
1.49

Oct 16, 2025 – Oct 16, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPWEAXS&P 500
1 month -1.9% +1.5%
3 months -2.0% +1.9%
Year to date +20.4% +12.8%
1 year +25.2% +16.8%
3 years (annualized) +22.5% +22.0%

Volatility (1-year, annualized): 20.6% · Largest decline (max drawdown, since Oct 2021): 33.4%

How are your investments doing?

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