PWLIX Mutual Fund

PWLIX Mutual Fund

NAV$7.44
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Returns Overview

1 Month
+6.56%
3 Months
+1.83%
6 Months
+2.50%
YTD
+5.85%
1 Year
+9.09%
3 Years (annualized)
+10.14%
5 Years (annualized)
+7.94%
10 Years (annualized)
+5.90%

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
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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)
+5.85%
Peer Avg (YTD)
+2.39%
vs Peers
+3.46%

PWLIX Mutual Fund Performance

PWLIX performance across multiple time periods: 1-month 6.56%, YTD 5.85%, 1-year 9.09%, 3-year 10.14%, 5-year 7.94%, 10-year 5.90%.

PWLIX returns outperform the peer average of 2.39% 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.