NWJGX Mutual Fund

NWJGX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+1.81%
3 Months
-0.47%
6 Months
-1.25%
YTD
-1.38%
1 Year
-1.46%
3 Years (annualized)
+4.24%
5 Years (annualized)
-1.07%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
+1.93%
vs Peers
-3.31%

NWJGX Mutual Fund Performance

NWJGX performance across multiple time periods: 1-month 1.81%, YTD -1.38%, 1-year -1.46%, 3-year 4.24%, 5-year -1.07%, 10-year 0.93%.

NWJGX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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