PWJZX Mutual Fund

PWJZX Mutual Fund

NAV$37.06
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Returns Overview

1 Month
-12.49%
3 Months
+0.76%
6 Months
+0.20%
YTD
+2.74%
1 Year
+4.93%
3 Years (annualized)
+8.67%
5 Years (annualized)
-1.02%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJZX 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)
+2.74%
Peer Avg (YTD)
+6.23%
vs Peers
-3.49%

PWJZX Mutual Fund Performance

PWJZX performance across multiple time periods: 1-month -12.49%, YTD 2.74%, 1-year 4.93%, 3-year 8.67%, 5-year -1.02%, 10-year 10.87%.

PWJZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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