PWLEX Mutual Fund

PWLEX Mutual Fund

NAV$7.06
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Returns Overview

3 Months
+5.56%
6 Months
-3.50%
YTD
+5.27%
1 Year
+4.22%
3 Years (annualized)
+8.70%
5 Years (annualized)
+6.45%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWLEX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+4.75%
vs Peers
+0.52%

PWLEX Mutual Fund Performance

PWLEX performance across multiple time periods: YTD 5.27%, 1-year 4.22%, 3-year 8.70%, 5-year 6.45%, 10-year 4.70%.

PWLEX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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