NWJFX Mutual Fund

NWJFX Mutual Fund

NAV$143.04
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Returns Overview

1 Month
-3.71%
3 Months
+1.82%
6 Months
+8.06%
YTD
+22.18%
1 Year
+22.04%
3 Years (annualized)
+26.11%
5 Years (annualized)
+12.96%
10 Years (annualized)
+17.66%

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
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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)
+22.18%
Peer Avg (YTD)
+11.26%
vs Peers
+10.93%

NWJFX Mutual Fund Performance

NWJFX performance across multiple time periods: 1-month -3.71%, YTD 22.18%, 1-year 22.04%, 3-year 26.11%, 5-year 12.96%, 10-year 17.66%.

NWJFX returns outperform the peer average of 11.26% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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