PWJDX Mutual Fund

PWJDX Mutual Fund

NAV$37.75
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Returns Overview

1 Month
+3.55%
3 Months
-4.20%
6 Months
+2.96%
YTD
+6.29%
1 Year
+5.84%
3 Years (annualized)
+11.60%
5 Years (annualized)
-1.53%
10 Years (annualized)
+10.71%

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
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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)
+6.29%
Peer Avg (YTD)
+8.51%
vs Peers
-2.22%

PWJDX Mutual Fund Performance

PWJDX performance across multiple time periods: 1-month 3.55%, YTD 6.29%, 1-year 5.84%, 3-year 11.60%, 5-year -1.53%, 10-year 10.71%.

PWJDX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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