PWDCX

Mutual fund

$12.28 +$0.07 (+0.57%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $10.07High $12.73

Has PWDCX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWDCX returned +22.5%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWDCX
+22.5%
S&P 500
+16.8%
Largest decline 
PWDCX
8.3%
S&P 500
8.9%
Risk-adjusted return 
PWDCX
1.52
S&P 500
0.99
Downside risk-adjusted return 
PWDCX
2.34
S&P 500
1.45

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodPWDCXS&P 500
1 month +0.8% +1.5%
3 months +0.3% +1.9%
Year to date +16.9% +12.8%
1 year +22.5% +16.8%
3 years (annualized) +18.0% +22.0%

Volatility (1-year, annualized): 11.4% · Largest decline (max drawdown, since Oct 2021): 22.5%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Can't connect your account? Type your holdings into the Free Portfolio Analyzer