Performance analysis of Prestige Wealth (PWM)
Annual Return
Since Jul 6, 2023, PWM has had an average annual return of -72.78%, underperforming the benchmark SPY, which returned +10.67% annual.
| 2024 | 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -30.01% | -61.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -30.01% | -30.01% | |||||||||||
| 2023 | +173.89% | -56.73% | -48.13% | -38.26% | -9.27% | +12.92% | -61.11% |
Drawdown analysis of Prestige Wealth (PWM)
The maximum drawdown for the PWM was -94.17%, occurring on Jan 31, 2024. This drawdown has not yet recovered.
The current PWM drawdown is -94.17%.
Since Jul 6, 2023 PWM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.17% | Jul 10, 2023 | 142 | Jan 31, 2024 | Ongoing | Ongoing | Ongoing |