PWJBX Mutual Fund

NAV$34.33

Returns Overview

1 Month
-11.38%
3 Months
-0.78%
6 Months
-3.78%
YTD
+0.15%
1 Year
+15.32%
3 Years (annualized)
+13.01%
5 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PWJBX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+8.97%
vs Peers
-8.83%

PWJBX Mutual Fund Performance

PWJBX performance across multiple time periods: 1-month -11.38%, YTD 0.15%, 1-year 15.32%, 3-year 13.01%, 5-year 1.93%.

PWJBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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