NWJEX Mutual Fund

NWJEX Mutual Fund

NAV$148.94
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Returns Overview

1 Month
-6.05%
3 Months
+6.17%
6 Months
+15.00%
YTD
+21.68%
1 Year
+34.32%
3 Years (annualized)
+23.55%
5 Years (annualized)
+14.08%
10 Years (annualized)
+18.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJEX 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)
+21.68%
Peer Avg (YTD)
+11.56%
vs Peers
+10.12%

NWJEX Mutual Fund Performance

NWJEX performance across multiple time periods: 1-month -6.05%, YTD 21.68%, 1-year 34.32%, 3-year 23.55%, 5-year 14.08%, 10-year 18.28%.

NWJEX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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