PWDIX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
+1.41%
3 Months
+5.28%
6 Months
+12.20%
YTD
+10.85%
1 Year
+23.12%
3 Years (annualized)
+15.30%
5 Years (annualized)
+7.34%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWDIX 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
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📉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

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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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+10.82%
vs Peers
+0.04%

PWDIX Mutual Fund Performance

PWDIX performance across multiple time periods: 1-month 1.41%, YTD 10.85%, 1-year 23.12%, 3-year 15.30%, 5-year 7.34%, 10-year 5.76%.

PWDIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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