PWDIX Mutual Fund

PWDIX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
+5.17%
3 Months
+6.02%
6 Months
+11.23%
YTD
+18.00%
1 Year
+27.52%
3 Years (annualized)
+15.71%
5 Years (annualized)
+8.57%
10 Years (annualized)
+5.78%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+18.00%
Peer Avg (YTD)
+9.54%
vs Peers
+8.46%

PWDIX Mutual Fund Performance

PWDIX performance across multiple time periods: 1-month 5.17%, YTD 18.00%, 1-year 27.52%, 3-year 15.71%, 5-year 8.57%, 10-year 5.78%.

PWDIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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