NWJFX Mutual Fund

NAV$148.26

Returns Overview

1 Month
+4.41%
3 Months
+27.55%
6 Months
+29.43%
YTD
+27.74%
1 Year
+44.07%
3 Years (annualized)
+25.31%
5 Years (annualized)
+14.52%
10 Years (annualized)
+18.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+27.74%
Peer Avg (YTD)
+16.06%
vs Peers
+11.67%

NWJFX Mutual Fund Performance

NWJFX performance across multiple time periods: 1-month 4.41%, YTD 27.74%, 1-year 44.07%, 3-year 25.31%, 5-year 14.52%, 10-year 18.98%.

NWJFX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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