PSWJX Mutual Fund

NAV$24.54

Returns Overview

1 Month
+0.38%
3 Months
+12.52%
6 Months
+11.12%
YTD
+10.36%
1 Year
+20.60%
3 Years (annualized)
+17.57%
5 Years (annualized)
+9.29%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSWJX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+6.73%
vs Peers
+3.63%

PSWJX Mutual Fund Performance

PSWJX performance across multiple time periods: 1-month 0.38%, YTD 10.36%, 1-year 20.60%, 3-year 17.57%, 5-year 9.29%, 10-year 11.70%.

PSWJX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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