PWJRX Mutual Fund

PWJRX Mutual Fund

NAV$34.15
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Returns Overview

3 Months
-9.45%
6 Months
+16.38%
YTD
+4.37%
1 Year
+1.80%
3 Years (annualized)
+11.20%
5 Years (annualized)
-1.91%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJRX 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)
+4.37%
Peer Avg (YTD)
+8.68%
vs Peers
-4.31%

PWJRX Mutual Fund Performance

PWJRX performance across multiple time periods: YTD 4.37%, 1-year 1.80%, 3-year 11.20%, 5-year -1.91%, 10-year 10.20%.

PWJRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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