PWJZX

Mutual fund

$34.38 -$0.68 (-1.94%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $30.18High $41.36

Has PWJZX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWJZX returned -3.5%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWJZX
-3.5%
S&P 500
+16.8%
Largest decline 
PWJZX
19.2%
S&P 500
8.9%
Risk-adjusted return 
PWJZX
-0.10
S&P 500
0.99
Downside risk-adjusted return 
PWJZX
-0.14
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

PeriodPWJZXS&P 500
1 month -2.7% +1.5%
3 months -4.3% +1.9%
Year to date -0.8% +12.8%
1 year -3.5% +16.8%
3 years (annualized) +11.3% +22.0%

Volatility (1-year, annualized): 29.6% · Largest decline (max drawdown, since Oct 2021): 48.1%

How are your investments doing?

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