PWJDX Mutual Fund

NAV$36.50

Returns Overview

1 Month
+5.72%
3 Months
+28.64%
6 Months
+17.29%
YTD
+15.44%
1 Year
+15.62%
3 Years (annualized)
+13.29%
5 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+15.44%
Peer Avg (YTD)
+8.97%
vs Peers
+6.47%

PWJDX Mutual Fund Performance

PWJDX performance across multiple time periods: 1-month 5.72%, YTD 15.44%, 1-year 15.62%, 3-year 13.29%, 5-year 2.21%.

PWJDX 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.

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