NWJCX Mutual Fund

NWJCX Mutual Fund

NAV$146.29
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Returns Overview

1 Month
-6.07%
3 Months
+6.07%
6 Months
+14.81%
YTD
+21.45%
1 Year
+33.87%
3 Years (annualized)
+23.14%
5 Years (annualized)
+13.69%
10 Years (annualized)
+17.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJCX 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
NYSE Arca Tech 100 Index(^PSE)
This Mutual Fund (YTD)
+21.45%
Peer Avg (YTD)
+11.56%
vs Peers
+9.89%

NWJCX Mutual Fund Performance

NWJCX performance across multiple time periods: 1-month -6.07%, YTD 21.45%, 1-year 33.87%, 3-year 23.14%, 5-year 13.69%, 10-year 17.88%.

NWJCX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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