PWGIX Mutual Fund

PWGIX Mutual Fund

NAV$31.07
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Returns Overview

1 Month
+0.16%
3 Months
+17.96%
6 Months
+12.46%
YTD
+11.97%
1 Year
+25.82%
3 Years (annualized)
+17.33%
5 Years (annualized)
+16.10%
10 Years (annualized)
+16.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWGIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+9.51%
vs Peers
+2.46%

PWGIX Mutual Fund Performance

PWGIX performance across multiple time periods: 1-month 0.16%, YTD 11.97%, 1-year 25.82%, 3-year 17.33%, 5-year 16.10%, 10-year 16.07%.

PWGIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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