PWLBX

Mutual fund

$7.55 +$0.05 (+0.67%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $7.02High $7.97

Has PWLBX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PWLBX returned +7.7%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PWLBX
+7.7%
S&P 500
+16.8%
Largest decline 
PWLBX
10.4%
S&P 500
8.9%
Risk-adjusted return 
PWLBX
0.39
S&P 500
0.99
Downside risk-adjusted return 
PWLBX
0.58
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

PeriodPWLBXS&P 500
1 month +2.6% +1.5%
3 months +4.4% +1.9%
Year to date +7.3% +12.8%
1 year +7.7% +16.8%
3 years (annualized) +6.0% +22.0%

Volatility (1-year, annualized): 10.9% · Largest decline (max drawdown, since Oct 2021): 11.7%

How are your investments doing?

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