PWLMX Mutual Fund

PWLMX Mutual Fund

NAV$7.95
See how much of PWLMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+10.80%
3 Months
+5.32%
6 Months
+7.22%
YTD
+11.46%
1 Year
+15.46%
3 Years (annualized)
+11.67%
5 Years (annualized)
+8.84%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWLMX 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)
+11.46%
Peer Avg (YTD)
+3.99%
vs Peers
+7.47%

PWLMX Mutual Fund Performance

PWLMX performance across multiple time periods: 1-month 10.80%, YTD 11.46%, 1-year 15.46%, 3-year 11.67%, 5-year 8.84%, 10-year 5.79%.

PWLMX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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