PWJBX

Mutual fund

$33.37 -$0.66 (-1.94%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $29.36High $40.19

Has PWJBX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWJBX returned -3.9%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWJBX
-3.9%
S&P 500
+16.8%
Largest decline 
PWJBX
19.2%
S&P 500
8.9%
Risk-adjusted return 
PWJBX
-0.12
S&P 500
0.99
Downside risk-adjusted return 
PWJBX
-0.16
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

PeriodPWJBXS&P 500
1 month -2.7% +1.5%
3 months -4.4% +1.9%
Year to date -1.1% +12.8%
1 year -3.9% +16.8%
3 years (annualized) +10.9% +22.0%

Volatility (1-year, annualized): 29.6% · Largest decline (max drawdown, since Oct 2021): 48.3%

How are your investments doing?

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