PWLIX Mutual Fund

PWLIX Mutual Fund

NAV$7.26
See how much of PWLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.13%
3 Months
+5.99%
6 Months
-3.00%
YTD
+5.99%
1 Year
+5.43%
3 Years (annualized)
+9.94%
5 Years (annualized)
+7.67%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWLIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+4.75%
vs Peers
+1.24%

PWLIX Mutual Fund Performance

PWLIX performance across multiple time periods: 1-month 0.13%, YTD 5.99%, 1-year 5.43%, 3-year 9.94%, 5-year 7.67%, 10-year 6.12%.

PWLIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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