PWJAX

Mutual fund

$33.60 -$0.67 (-1.96%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $29.52High $40.44

Has PWJAX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWJAX returned -3.7%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWJAX
-3.7%
S&P 500
+16.8%
Largest decline 
PWJAX
19.2%
S&P 500
8.9%
Risk-adjusted return 
PWJAX
-0.11
S&P 500
0.99
Downside risk-adjusted return 
PWJAX
-0.15
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

PeriodPWJAXS&P 500
1 month -2.7% +1.5%
3 months -4.4% +1.9%
Year to date -0.9% +12.8%
1 year -3.7% +16.8%
3 years (annualized) +11.1% +22.0%

Volatility (1-year, annualized): 29.6% · Largest decline (max drawdown, since Oct 2021): 48.2%

How are your investments doing?

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