PWCIX Mutual Fund

PWCIX Mutual Fund

NAV$97.17
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Returns Overview

1 Month
-0.52%
3 Months
+0.65%
6 Months
+14.91%
YTD
+10.01%
1 Year
+11.83%
3 Years (annualized)
+19.72%
5 Years (annualized)
+12.15%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWCIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+9.98%
vs Peers
+0.02%

PWCIX Mutual Fund Performance

PWCIX performance across multiple time periods: 1-month -0.52%, YTD 10.01%, 1-year 11.83%, 3-year 19.72%, 5-year 12.15%, 10-year 15.07%.

PWCIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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