PWCIX

Mutual fund

$95.27 -$1.15 (-1.19%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $80.36High $97.31

Has PWCIX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWCIX returned +13.3%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWCIX
+13.3%
S&P 500
+16.8%
Largest decline 
PWCIX
8.9%
S&P 500
8.9%
Risk-adjusted return 
PWCIX
0.73
S&P 500
0.99
Downside risk-adjusted return 
PWCIX
1.05
S&P 500
1.45

Oct 16, 2025 – Oct 16, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPWCIXS&P 500
1 month +1.5% +1.5%
3 months +0.7% +1.9%
Year to date +10.7% +12.8%
1 year +13.3% +16.8%
3 years (annualized) +22.2% +22.0%

Volatility (1-year, annualized): 13.1% · Largest decline (max drawdown, since Oct 2021): 23.2%

How are your investments doing?

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