PWLIX Mutual Fund

PWLIX Mutual Fund

NAV$7.42
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Returns Overview

1 Month
-4.95%
3 Months
+1.42%
6 Months
-8.14%
YTD
+0.75%
1 Year
+1.97%
3 Years (annualized)
+9.94%
5 Years (annualized)
+7.67%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWLIX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+5.40%
vs Peers
-4.65%

PWLIX Mutual Fund Performance

PWLIX performance across multiple time periods: 1-month -4.95%, YTD 0.75%, 1-year 1.97%, 3-year 9.94%, 5-year 7.67%, 10-year 6.12%.

PWLIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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