NWJEX Mutual Fund

NWJEX Mutual Fund

NAV$153.38
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Returns Overview

1 Month
+3.53%
3 Months
+1.57%
6 Months
+17.38%
YTD
+25.98%
1 Year
+36.83%
3 Years (annualized)
+14.76%
5 Years (annualized)
+8.59%
10 Years (annualized)
+15.49%

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)
+25.98%
Peer Avg (YTD)
+14.35%
vs Peers
+11.63%

NWJEX Mutual Fund Performance

NWJEX performance across multiple time periods: 1-month 3.53%, YTD 25.98%, 1-year 36.83%, 3-year 14.76%, 5-year 8.59%, 10-year 15.49%.

NWJEX returns outperform the peer average of 14.35% 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.