JWWFX Mutual Fund

JWWFX Mutual Fund

NAV$137.25
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Returns Overview

1 Month
-0.15%
3 Months
+5.06%
6 Months
+7.17%
YTD
+8.82%
1 Year
+15.57%
3 Years (annualized)
+19.85%
5 Years (annualized)
+11.59%
10 Years (annualized)
+13.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JWWFX 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
PROUpgrade to run
🏦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)
+8.82%
Peer Avg (YTD)
+6.23%
vs Peers
+2.58%

JWWFX Mutual Fund Performance

JWWFX performance across multiple time periods: 1-month -0.15%, YTD 8.82%, 1-year 15.57%, 3-year 19.85%, 5-year 11.59%, 10-year 13.67%.

JWWFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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