PWFAX Mutual Fund

PWFAX Mutual Fund

NAV$7.64
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Returns Overview

1 Month
-2.75%
3 Months
-3.09%
6 Months
-1.60%
YTD
-3.32%
1 Year
-3.23%
3 Years (annualized)
+3.17%
5 Years (annualized)
-2.17%
10 Years (annualized)
-0.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWFAX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-3.32%
Peer Avg (YTD)
-1.59%
vs Peers
-1.73%

PWFAX Mutual Fund Performance

PWFAX performance across multiple time periods: 1-month -2.75%, YTD -3.32%, 1-year -3.23%, 3-year 3.17%, 5-year -2.17%, 10-year -0.37%.

PWFAX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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