PWJZX Mutual Fund

PWJZX Mutual Fund

NAV$35.90
See how much of PWJZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.03%
3 Months
-9.34%
6 Months
+16.71%
YTD
+4.77%
1 Year
+2.35%
3 Years (annualized)
+11.81%
5 Years (annualized)
-1.36%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJZX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+8.68%
vs Peers
-3.91%

PWJZX Mutual Fund Performance

PWJZX performance across multiple time periods: 1-month 0.03%, YTD 4.77%, 1-year 2.35%, 3-year 11.81%, 5-year -1.36%, 10-year 11.30%.

PWJZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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