PSWJX Mutual Fund

PSWJX Mutual Fund

NAV$24.39
See how much of PSWJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
+0.21%
6 Months
+12.76%
YTD
+10.59%
1 Year
+13.70%
3 Years (annualized)
+18.05%
5 Years (annualized)
+9.15%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSWJX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+6.10%
vs Peers
+4.49%

PSWJX Mutual Fund Performance

PSWJX performance across multiple time periods: 1-month -1.67%, YTD 10.59%, 1-year 13.70%, 3-year 18.05%, 5-year 9.15%, 10-year 11.53%.

PSWJX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

PSWJX vs another fund shows side-by-side returns. PSWJX alternatives are available in the Mutual Fund Screener.