PWGAX Mutual Fund

PWGAX Mutual Fund

NAV$21.08
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Returns Overview

1 Month
-3.61%
3 Months
+1.05%
6 Months
+9.78%
YTD
+8.26%
1 Year
+15.00%
3 Years (annualized)
+19.94%
5 Years (annualized)
+10.63%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWGAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+9.29%
vs Peers
-1.03%

PWGAX Mutual Fund Performance

PWGAX performance across multiple time periods: 1-month -3.61%, YTD 8.26%, 1-year 15.00%, 3-year 19.94%, 5-year 10.63%, 10-year 10.12%.

PWGAX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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