NWJVX Mutual Fund

NWJVX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+0.34%
3 Months
+0.62%
6 Months
+0.72%
YTD
+1.27%
1 Year
+2.80%
3 Years (annualized)
+5.23%
5 Years (annualized)
+2.89%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJVX 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 1-3 Year US Government/Credit Index(^BBGUSCR13Y)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+2.15%
vs Peers
-0.89%

NWJVX Mutual Fund Performance

NWJVX performance across multiple time periods: 1-month 0.34%, YTD 1.27%, 1-year 2.80%, 3-year 5.23%, 5-year 2.89%, 10-year 2.75%.

NWJVX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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