PWJRX

Mutual fund

$32.70 -$0.65 (-1.95%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $28.79High $39.40

Has PWJRX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWJRX returned -4.0%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWJRX
-4.0%
S&P 500
+16.8%
Largest decline 
PWJRX
19.2%
S&P 500
8.9%
Risk-adjusted return 
PWJRX
-0.12
S&P 500
0.99
Downside risk-adjusted return 
PWJRX
-0.17
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

PeriodPWJRXS&P 500
1 month -2.8% +1.5%
3 months -4.5% +1.9%
Year to date -1.2% +12.8%
1 year -4.0% +16.8%
3 years (annualized) +10.7% +22.0%

Volatility (1-year, annualized): 29.6% · Largest decline (max drawdown, since Oct 2021): 48.4%

How are your investments doing?

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