PWETX

Mutual fund

$20.90 -$0.10 (-0.48%) NAV as of Oct 16, 2026

Prices on SharpeShare since Apr 11, 2023

52-week range

Low $16.70High $22.50

Has PWETX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWETX returned +26.0%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWETX
+26.0%
S&P 500
+16.8%
Largest decline 
PWETX
14.4%
S&P 500
8.9%
Risk-adjusted return 
PWETX
1.06
S&P 500
1.01
Downside risk-adjusted return 
PWETX
1.50
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

PeriodPWETXS&P 500
1 month -1.8% +1.5%
3 months -1.8% +1.9%
Year to date +20.9% +12.8%
1 year +26.0% +16.8%
3 years (annualized) +23.2% +22.0%

Volatility (1-year, annualized): 20.8% · Largest decline (max drawdown, since Apr 2023): 18.0%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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