PWJQX Mutual Fund

PWJQX Mutual Fund

NAV$36.01
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Returns Overview

1 Month
+0.03%
3 Months
-9.34%
6 Months
+16.72%
YTD
+4.82%
1 Year
+2.40%
3 Years (annualized)
+11.87%
5 Years (annualized)
-1.30%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJQX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+8.68%
vs Peers
-3.86%

PWJQX Mutual Fund Performance

PWJQX performance across multiple time periods: 1-month 0.03%, YTD 4.82%, 1-year 2.40%, 3-year 11.87%, 5-year -1.30%, 10-year 11.38%.

PWJQX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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