NWWJX Mutual Fund

NWWJX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+1.61%
3 Months
+1.58%
6 Months
+5.29%
YTD
+8.79%
1 Year
+14.49%
3 Years (annualized)
+12.90%
5 Years (annualized)
+5.98%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWJX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+6.28%
vs Peers
+2.51%

NWWJX Mutual Fund Performance

NWWJX performance across multiple time periods: 1-month 1.61%, YTD 8.79%, 1-year 14.49%, 3-year 12.90%, 5-year 5.98%, 10-year 8.38%.

NWWJX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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