PWGIX

Mutual fund

$30.64 -$0.34 (-1.10%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $25.09High $31.31

Has PWGIX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWGIX returned +18.4%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWGIX
+18.4%
S&P 500
+16.8%
Largest decline 
PWGIX
9.2%
S&P 500
8.9%
Risk-adjusted return 
PWGIX
1.06
S&P 500
0.99
Downside risk-adjusted return 
PWGIX
1.56
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

PeriodPWGIXS&P 500
1 month +1.5% +1.5%
3 months +1.2% +1.9%
Year to date +13.8% +12.8%
1 year +18.4% +16.8%
3 years (annualized) +20.2% +22.0%

Volatility (1-year, annualized): 13.2% · Largest decline (max drawdown, since Oct 2021): 26.5%

How are your investments doing?

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

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