PWDCX Mutual Fund

PWDCX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-6.51%
3 Months
-0.79%
6 Months
+4.20%
YTD
+9.50%
1 Year
+12.54%
3 Years (annualized)
+16.60%
5 Years (annualized)
+7.39%
10 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWDCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+6.72%
vs Peers
+2.77%

PWDCX Mutual Fund Performance

PWDCX performance across multiple time periods: 1-month -6.51%, YTD 9.50%, 1-year 12.54%, 3-year 16.60%, 5-year 7.39%, 10-year 4.94%.

PWDCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 2.63%, investors should weigh costs against performance when evaluating this mutual fund.

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