PSWJX Mutual Fund

PSWJX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
+1.74%
3 Months
+2.29%
6 Months
+7.87%
YTD
+12.47%
1 Year
+18.75%
3 Years (annualized)
+18.05%
5 Years (annualized)
+9.15%
10 Years (annualized)
+11.53%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+7.17%
vs Peers
+5.29%

PSWJX Mutual Fund Performance

PSWJX performance across multiple time periods: 1-month 1.74%, YTD 12.47%, 1-year 18.75%, 3-year 18.05%, 5-year 9.15%, 10-year 11.53%.

PSWJX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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