PWGIX Mutual Fund

PWGIX Mutual Fund

NAV$31.18
See how much of PWGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.36%
3 Months
+1.35%
6 Months
+13.48%
YTD
+13.48%
1 Year
+18.81%
3 Years (annualized)
+19.52%
5 Years (annualized)
+11.56%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWGIX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.48%
Peer Avg (YTD)
+9.98%
vs Peers
+3.50%

PWGIX Mutual Fund Performance

PWGIX performance across multiple time periods: 1-month -0.36%, YTD 13.48%, 1-year 18.81%, 3-year 19.52%, 5-year 11.56%, 10-year 14.01%.

PWGIX 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.

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