PWJBX Mutual Fund

PWJBX Mutual Fund

NAV$37.84
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Returns Overview

1 Month
-12.52%
3 Months
+0.64%
6 Months
-0.03%
YTD
+2.49%
1 Year
+4.47%
3 Years (annualized)
+8.20%
5 Years (annualized)
-1.48%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJBX 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
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📉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)
+2.49%
Peer Avg (YTD)
+6.23%
vs Peers
-3.74%

PWJBX Mutual Fund Performance

PWJBX performance across multiple time periods: 1-month -12.52%, YTD 2.49%, 1-year 4.47%, 3-year 8.20%, 5-year -1.48%, 10-year 10.43%.

PWJBX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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