PWTAX
Prices on SharpeShare since Oct 20, 2021
52-week range
Low $47.67High $55.65
Has PWTAX beaten the S&P 500?
Over the last year (to Oct 16, 2026), PWTAX returned +8.5%; the S&P 500 (SPY) returned +16.8%.
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
| Period | PWTAX | S&P 500 |
|---|---|---|
| 1 month | -0.1% | +1.5% |
| 3 months | -0.4% | +1.9% |
| Year to date | +6.4% | +12.8% |
| 1 year | +8.5% | +16.8% |
| 3 years (annualized) | +14.1% | +22.0% |
Volatility (1-year, annualized): 11.0% · Largest decline (max drawdown, since Oct 2021): 21.9%
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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Straight from your broker. Read-only. Never a recommendation.
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