NWWJX Mutual Fund

NWWJX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
+0.17%
3 Months
+8.44%
6 Months
+7.86%
YTD
+7.28%
1 Year
+15.83%
3 Years (annualized)
+12.53%
5 Years (annualized)
+6.16%
10 Years (annualized)
+8.53%

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
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🏦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)
+7.28%
Peer Avg (YTD)
+5.87%
vs Peers
+1.42%

NWWJX Mutual Fund Performance

NWWJX performance across multiple time periods: 1-month 0.17%, YTD 7.28%, 1-year 15.83%, 3-year 12.53%, 5-year 6.16%, 10-year 8.53%.

NWWJX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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