JWWFX Mutual Fund

JWWFX Mutual Fund

NAV$137.95
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Returns Overview

1 Month
+2.50%
3 Months
+3.42%
6 Months
+10.63%
YTD
+11.53%
1 Year
+17.20%
3 Years (annualized)
+21.54%
5 Years (annualized)
+11.54%
10 Years (annualized)
+13.91%

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)
+11.53%
Peer Avg (YTD)
+8.51%
vs Peers
+3.03%

JWWFX Mutual Fund Performance

JWWFX performance across multiple time periods: 1-month 2.50%, YTD 11.53%, 1-year 17.20%, 3-year 21.54%, 5-year 11.54%, 10-year 13.91%.

JWWFX returns outperform the peer average of 8.51% 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.