PWJQX Mutual Fund

PWJQX Mutual Fund

NAV$37.32
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Returns Overview

1 Month
+5.73%
3 Months
+28.75%
6 Months
+17.44%
YTD
+15.61%
1 Year
+15.93%
3 Years (annualized)
+13.58%
5 Years (annualized)
+2.45%
10 Years (annualized)
+12.87%

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)
+15.61%
Peer Avg (YTD)
+8.97%
vs Peers
+6.64%

PWJQX Mutual Fund Performance

PWJQX performance across multiple time periods: 1-month 5.73%, YTD 15.61%, 1-year 15.93%, 3-year 13.58%, 5-year 2.45%, 10-year 12.87%.

PWJQX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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