PWJRX Mutual Fund

PWJRX Mutual Fund

NAV$35.42
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Returns Overview

1 Month
+5.67%
3 Months
+28.52%
6 Months
+17.07%
YTD
+15.26%
1 Year
+15.19%
3 Years (annualized)
+12.88%
5 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJRX 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)
+15.26%
Peer Avg (YTD)
+8.97%
vs Peers
+6.29%

PWJRX Mutual Fund Performance

PWJRX performance across multiple time periods: 1-month 5.67%, YTD 15.26%, 1-year 15.19%, 3-year 12.88%, 5-year 1.82%.

PWJRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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