PWLIX Mutual Fund

NAV$7.62

Returns Overview

1 Month
-0.67%
3 Months
-9.43%
6 Months
-0.94%
YTD
-0.67%
1 Year
+2.10%
3 Years (annualized)
+7.91%
5 Years (annualized)
+6.77%
10 Years (annualized)
+5.27%

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

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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)
-0.67%
Peer Avg (YTD)
+3.47%
vs Peers
-4.14%

PWLIX Mutual Fund Performance

PWLIX performance across multiple time periods: 1-month -0.67%, YTD -0.67%, 1-year 2.10%, 3-year 7.91%, 5-year 6.77%, 10-year 5.27%.

PWLIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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