PWLMX Mutual Fund

NAV$7.63

Returns Overview

1 Month
-0.83%
3 Months
-9.46%
6 Months
-1.10%
YTD
-0.83%
1 Year
+1.93%
3 Years (annualized)
+7.77%
5 Years (annualized)
+6.65%

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

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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)
-0.83%
Peer Avg (YTD)
+3.47%
vs Peers
-4.30%

PWLMX Mutual Fund Performance

PWLMX performance across multiple time periods: 1-month -0.83%, YTD -0.83%, 1-year 1.93%, 3-year 7.77%, 5-year 6.65%.

PWLMX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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