PWJCX Mutual Fund

PWJCX Mutual Fund

NAV$32.54
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Returns Overview

1 Month
+5.63%
3 Months
+28.41%
6 Months
+16.83%
YTD
+15.01%
1 Year
+14.68%
3 Years (annualized)
+12.38%
5 Years (annualized)
+1.39%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJCX 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)
+15.01%
Peer Avg (YTD)
+8.97%
vs Peers
+6.04%

PWJCX Mutual Fund Performance

PWJCX performance across multiple time periods: 1-month 5.63%, YTD 15.01%, 1-year 14.68%, 3-year 12.38%, 5-year 1.39%, 10-year 11.63%.

PWJCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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