PWFYX Mutual Fund

PWFYX Mutual Fund

NAV$7.77
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Returns Overview

1 Month
-1.14%
3 Months
-3.19%
6 Months
+1.75%
YTD
-0.79%
1 Year
+3.20%
3 Years (annualized)
-4.69%
5 Years (annualized)
-1.66%
10 Years (annualized)
-0.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWFYX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+4.33%
vs Peers
-5.13%

PWFYX Mutual Fund Performance

PWFYX performance across multiple time periods: 1-month -1.14%, YTD -0.79%, 1-year 3.20%, 3-year -4.69%, 5-year -1.66%, 10-year -0.14%.

PWFYX returns trail the peer average of 4.33% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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