PWRCX

Mutual fund

$8.62 $0.00 (0.00%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $8.56High $8.95

Has PWRCX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWRCX returned +0.7%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWRCX
+0.7%
S&P 500
+16.8%
Largest decline 
PWRCX
2.2%
S&P 500
8.9%
Risk-adjusted return 
PWRCX
-1.27
S&P 500
0.99
Downside risk-adjusted return 
PWRCX
-1.65
S&P 500
1.45

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

PeriodPWRCXS&P 500
1 month -0.1% +1.5%
3 months 0.0% +1.9%
Year to date 0.0% +12.8%
1 year +0.7% +16.8%
3 years (annualized) +3.3% +22.0%

Volatility (1-year, annualized): 2.5% · Largest decline (max drawdown, since Oct 2021): 12.7%

How are your investments doing?

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