PLWIX Mutual Fund

PLWIX Mutual Fund

NAV$12.59
See how much of PLWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.95%
3 Months
+0.79%
6 Months
+2.58%
YTD
+4.60%
1 Year
+8.07%
3 Years (annualized)
+1.96%
5 Years (annualized)
-4.08%
10 Years (annualized)
-0.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLWIX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+8.76%
vs Peers
-4.16%

PLWIX Mutual Fund Performance

PLWIX performance across multiple time periods: 1-month 0.95%, YTD 4.60%, 1-year 8.07%, 3-year 1.96%, 5-year -4.08%, 10-year -0.62%.

PLWIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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