NWJHX Mutual Fund

NWJHX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
+0.11%
3 Months
-0.55%
6 Months
-1.86%
YTD
-1.33%
1 Year
+0.77%
3 Years (annualized)
-4.02%
5 Years (annualized)
-0.89%
10 Years (annualized)
+0.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJHX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.33%
Peer Avg (YTD)
+1.28%
vs Peers
-2.60%

NWJHX Mutual Fund Performance

NWJHX performance across multiple time periods: 1-month 0.11%, YTD -1.33%, 1-year 0.77%, 3-year -4.02%, 5-year -0.89%, 10-year 0.65%.

NWJHX returns trail the peer average of 1.28% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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