JWWCX Mutual Fund

JWWCX Mutual Fund

NAV$131.29
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Returns Overview

1 Month
+0.97%
3 Months
+15.25%
6 Months
+9.05%
YTD
+8.48%
1 Year
+16.87%
3 Years (annualized)
+22.56%
5 Years (annualized)
+12.19%
10 Years (annualized)
+13.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JWWCX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+8.97%
vs Peers
-0.49%

JWWCX Mutual Fund Performance

JWWCX performance across multiple time periods: 1-month 0.97%, YTD 8.48%, 1-year 16.87%, 3-year 22.56%, 5-year 12.19%, 10-year 13.78%.

JWWCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

JWWCX performance comparison shows side-by-side returns with another fund. JWWCX alternatives are available in the Mutual Fund Screener.