PWJBX Mutual Fund

PWJBX Mutual Fund

NAV$34.84
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Returns Overview

3 Months
-9.44%
6 Months
+16.46%
YTD
+4.43%
1 Year
+1.88%
3 Years (annualized)
+11.31%
5 Years (annualized)
-1.80%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJBX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+8.68%
vs Peers
-4.25%

PWJBX Mutual Fund Performance

PWJBX performance across multiple time periods: YTD 4.43%, 1-year 1.88%, 3-year 11.31%, 5-year -1.80%, 10-year 10.43%.

PWJBX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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