PWFAX Mutual Fund

NAV$7.86

Returns Overview

1 Month
-1.01%
3 Months
-1.38%
6 Months
-3.68%
YTD
-2.96%
1 Year
+0.41%
3 Years (annualized)
+2.99%
5 Years (annualized)
-1.91%
10 Years (annualized)
-0.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWFAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-2.96%
Peer Avg (YTD)
+0.99%
vs Peers
-3.95%

PWFAX Mutual Fund Performance

PWFAX performance across multiple time periods: 1-month -1.01%, YTD -2.96%, 1-year 0.41%, 3-year 2.99%, 5-year -1.91%, 10-year -0.25%.

PWFAX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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