PWDCX Mutual Fund

PWDCX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
+7.65%
3 Months
+1.69%
6 Months
+7.48%
YTD
+17.87%
1 Year
+24.11%
3 Years (annualized)
+19.56%
5 Years (annualized)
+7.47%
10 Years (annualized)
+5.29%

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
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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)
+17.87%
Peer Avg (YTD)
+8.01%
vs Peers
+9.86%

PWDCX Mutual Fund Performance

PWDCX performance across multiple time periods: 1-month 7.65%, YTD 17.87%, 1-year 24.11%, 3-year 19.56%, 5-year 7.47%, 10-year 5.29%.

PWDCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 2.63%, investors should weigh costs against performance when evaluating this mutual fund.

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