NWJEX Mutual Fund

NAV$149.23
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Returns Overview

1 Month
+4.42%
3 Months
+27.59%
6 Months
+29.51%
YTD
+27.82%
1 Year
+44.26%
3 Years (annualized)
+25.47%
5 Years (annualized)
+14.66%
10 Years (annualized)
+19.12%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
NYSE Arca Tech 100 Index(^PSE)
This Mutual Fund (YTD)
+27.82%
Peer Avg (YTD)
+16.06%
vs Peers
+11.76%

NWJEX Mutual Fund Performance

NWJEX performance across multiple time periods: 1-month 4.42%, YTD 27.82%, 1-year 44.26%, 3-year 25.47%, 5-year 14.66%, 10-year 19.12%.

NWJEX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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