PWLMX Mutual Fund

PWLMX Mutual Fund

NAV$7.41
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Returns Overview

1 Month
-5.07%
3 Months
+1.43%
6 Months
-8.16%
YTD
+0.59%
1 Year
+1.81%
3 Years (annualized)
+9.86%
5 Years (annualized)
+7.58%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWLMX 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)
+0.59%
Peer Avg (YTD)
+5.40%
vs Peers
-4.81%

PWLMX Mutual Fund Performance

PWLMX performance across multiple time periods: 1-month -5.07%, YTD 0.59%, 1-year 1.81%, 3-year 9.86%, 5-year 7.58%, 10-year 5.79%.

PWLMX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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