PWIYX Mutual Fund

PWIYX Mutual Fund

NAV$18.20
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Returns Overview

1 Month
-1.93%
3 Months
-5.67%
6 Months
-0.92%
YTD
+8.03%
1 Year
+11.74%
3 Years (annualized)
+4.83%
5 Years (annualized)
+7.26%
10 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWIYX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.03%
Peer Avg (YTD)
+17.33%
vs Peers
-9.31%

PWIYX Mutual Fund Performance

PWIYX performance across multiple time periods: 1-month -1.93%, YTD 8.03%, 1-year 11.74%, 3-year 4.83%, 5-year 7.26%, 10-year 5.71%.

PWIYX returns trail the peer average of 17.33% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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