PWJQX Mutual Fund

PWJQX Mutual Fund

NAV$36.30
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Returns Overview

1 Month
-12.48%
3 Months
+0.79%
6 Months
+0.22%
YTD
+2.79%
1 Year
+5.01%
3 Years (annualized)
+8.76%
5 Years (annualized)
-0.97%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJQX 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)
+2.79%
Peer Avg (YTD)
+6.23%
vs Peers
-3.44%

PWJQX Mutual Fund Performance

PWJQX performance across multiple time periods: 1-month -12.48%, YTD 2.79%, 1-year 5.01%, 3-year 8.76%, 5-year -0.97%, 10-year 10.92%.

PWJQX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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