PWJZX Mutual Fund

NAV$36.86

Returns Overview

1 Month
+5.74%
3 Months
+28.73%
6 Months
+17.40%
YTD
+15.57%
1 Year
+15.85%
3 Years (annualized)
+13.51%
5 Years (annualized)
+2.41%
10 Years (annualized)
+12.79%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+15.57%
Peer Avg (YTD)
+8.97%
vs Peers
+6.60%

PWJZX Mutual Fund Performance

PWJZX performance across multiple time periods: 1-month 5.74%, YTD 15.57%, 1-year 15.85%, 3-year 13.51%, 5-year 2.41%, 10-year 12.79%.

PWJZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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