PWGAX

Mutual fund

$21.16 +$0.03 (+0.14%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $18.54High $22.04

Has PWGAX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWGAX returned +14.3%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWGAX
+14.3%
S&P 500
+16.8%
Largest decline 
PWGAX
10.8%
S&P 500
8.9%
Risk-adjusted return 
PWGAX
0.80
S&P 500
1.00
Downside risk-adjusted return 
PWGAX
1.19
S&P 500
1.49

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

PeriodPWGAXS&P 500
1 month 0.0% +1.5%
3 months +0.2% +1.9%
Year to date +9.2% +12.8%
1 year +14.3% +16.8%
3 years (annualized) +19.5% +22.0%

Volatility (1-year, annualized): 13.5% · Largest decline (max drawdown, since Oct 2021): 28.4%

How are your investments doing?

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