PWRIX

Mutual fund

$8.74 $0.00 (0.00%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $8.68High $9.10

Has PWRIX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWRIX returned +1.7%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWRIX
+1.7%
S&P 500
+16.8%
Largest decline 
PWRIX
2.1%
S&P 500
8.9%
Risk-adjusted return 
PWRIX
-0.85
S&P 500
0.99
Downside risk-adjusted return 
PWRIX
-1.15
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

PeriodPWRIXS&P 500
1 month 0.0% +1.5%
3 months +0.3% +1.9%
Year to date +0.8% +12.8%
1 year +1.7% +16.8%
3 years (annualized) +4.3% +22.0%

Volatility (1-year, annualized): 2.5% · Largest decline (max drawdown, since Oct 2021): 12.0%

How are your investments doing?

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