PWJZX Mutual Fund

PWJZX Mutual Fund

NAV$36.88
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Returns Overview

1 Month
+3.57%
3 Months
-4.16%
6 Months
+3.08%
YTD
+6.41%
1 Year
+6.02%
3 Years (annualized)
+11.81%
5 Years (annualized)
-1.36%
10 Years (annualized)
+11.30%

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
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📉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)
+6.41%
Peer Avg (YTD)
+8.51%
vs Peers
-2.10%

PWJZX Mutual Fund Performance

PWJZX performance across multiple time periods: 1-month 3.57%, YTD 6.41%, 1-year 6.02%, 3-year 11.81%, 5-year -1.36%, 10-year 11.30%.

PWJZX returns trail the peer average of 8.51% 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.