PWDCX Mutual Fund

NAV$12.38

Returns Overview

1 Month
+1.33%
3 Months
+5.03%
6 Months
+11.72%
YTD
+10.37%
1 Year
+21.89%
3 Years (annualized)
+14.16%
5 Years (annualized)
+6.26%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWDCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+10.82%
vs Peers
-0.45%

PWDCX Mutual Fund Performance

PWDCX performance across multiple time periods: 1-month 1.33%, YTD 10.37%, 1-year 21.89%, 3-year 14.16%, 5-year 6.26%, 10-year 4.70%.

PWDCX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.63%, investors should weigh costs against performance when evaluating this mutual fund.

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