PWJAX Mutual Fund

PWJAX Mutual Fund

NAV$36.37
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Returns Overview

1 Month
+5.71%
3 Months
+28.65%
6 Months
+17.31%
YTD
+15.47%
1 Year
+15.62%
3 Years (annualized)
+13.29%
5 Years (annualized)
+2.21%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJAX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+15.47%
Peer Avg (YTD)
+8.97%
vs Peers
+6.50%

PWJAX Mutual Fund Performance

PWJAX performance across multiple time periods: 1-month 5.71%, YTD 15.47%, 1-year 15.62%, 3-year 13.29%, 5-year 2.21%, 10-year 12.53%.

PWJAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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