NWJDX Mutual Fund

NWJDX Mutual Fund

NAV$94.15
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Returns Overview

1 Month
+0.57%
3 Months
-1.33%
6 Months
+3.90%
YTD
+6.26%
1 Year
+8.40%
3 Years (annualized)
+2.10%
5 Years (annualized)
+10.95%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJDX 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)
+6.26%
Peer Avg (YTD)
+17.12%
vs Peers
-10.86%

NWJDX Mutual Fund Performance

NWJDX performance across multiple time periods: 1-month 0.57%, YTD 6.26%, 1-year 8.40%, 3-year 2.10%, 5-year 10.95%, 10-year 11.82%.

NWJDX returns trail the peer average of 17.12% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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