PLWIX Mutual Fund

NAV$12.77

Returns Overview

1 Month
+0.16%
3 Months
+5.42%
6 Months
+4.37%
YTD
+3.94%
1 Year
+9.76%
3 Years (annualized)
+8.72%
5 Years (annualized)
+3.80%
10 Years (annualized)
+6.68%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+7.64%
vs Peers
-3.70%

PLWIX Mutual Fund Performance

PLWIX performance across multiple time periods: 1-month 0.16%, YTD 3.94%, 1-year 9.76%, 3-year 8.72%, 5-year 3.80%, 10-year 6.68%.

PLWIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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