PWJQX Mutual Fund

PWJQX Mutual Fund

NAV$36.57
See how much of PWJQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.56%
3 Months
-4.17%
6 Months
+3.09%
YTD
+6.45%
1 Year
+6.09%
3 Years (annualized)
+11.87%
5 Years (annualized)
-1.30%
10 Years (annualized)
+11.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.45%
Peer Avg (YTD)
+8.51%
vs Peers
-2.06%

PWJQX Mutual Fund Performance

PWJQX performance across multiple time periods: 1-month 3.56%, YTD 6.45%, 1-year 6.09%, 3-year 11.87%, 5-year -1.30%, 10-year 11.38%.

PWJQX returns trail the peer average of 8.51% 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.