JWSOX Mutual Fund

JWSOX Mutual Fund

NAV$20.44
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Returns Overview

1 Month
+0.27%
3 Months
+9.08%
6 Months
-7.58%
YTD
-3.18%
1 Year
+0.85%
3 Years (annualized)
+9.12%
5 Years (annualized)
+11.89%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JWSOX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-3.18%
Peer Avg (YTD)
-0.91%
vs Peers
-2.27%

JWSOX Mutual Fund Performance

JWSOX performance across multiple time periods: 1-month 0.27%, YTD -3.18%, 1-year 0.85%, 3-year 9.12%, 5-year 11.89%, 10-year 9.33%.

JWSOX returns trail the peer average of -0.91% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

JWSOX vs another fund shows side-by-side returns. JWSOX alternatives are available in the Mutual Fund Screener.