PWJAX Mutual Fund

PWJAX Mutual Fund

NAV$35.38
See how much of PWJAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-12.49%
3 Months
+0.72%
6 Months
+0.12%
YTD
+2.65%
1 Year
+4.73%
3 Years (annualized)
+8.48%
5 Years (annualized)
-1.21%
10 Years (annualized)
+10.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.65%
Peer Avg (YTD)
+6.23%
vs Peers
-3.58%

PWJAX Mutual Fund Performance

PWJAX performance across multiple time periods: 1-month -12.49%, YTD 2.65%, 1-year 4.73%, 3-year 8.48%, 5-year -1.21%, 10-year 10.64%.

PWJAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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