PWDAX Mutual Fund

PWDAX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
+1.34%
3 Months
+5.19%
6 Months
+12.13%
YTD
+10.79%
1 Year
+22.80%
3 Years (annualized)
+15.01%
5 Years (annualized)
+7.08%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWDAX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+10.82%
vs Peers
-0.03%

PWDAX Mutual Fund Performance

PWDAX performance across multiple time periods: 1-month 1.34%, YTD 10.79%, 1-year 22.80%, 3-year 15.01%, 5-year 7.08%, 10-year 5.49%.

PWDAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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