PWLBX Mutual Fund

NAV$7.53

Returns Overview

1 Month
-0.90%
3 Months
-9.61%
6 Months
-1.17%
YTD
-0.90%
1 Year
+1.54%
3 Years (annualized)
+7.44%
5 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWLBX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-0.90%
Peer Avg (YTD)
+3.47%
vs Peers
-4.37%

PWLBX Mutual Fund Performance

PWLBX performance across multiple time periods: 1-month -0.90%, YTD -0.90%, 1-year 1.54%, 3-year 7.44%, 5-year 6.34%.

PWLBX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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