NWWJX Mutual Fund

NWWJX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
-0.20%
3 Months
+2.54%
6 Months
+5.37%
YTD
+7.07%
1 Year
+15.23%
3 Years (annualized)
+11.65%
5 Years (annualized)
+5.98%
10 Years (annualized)
+7.79%

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)
+7.07%
Peer Avg (YTD)
+5.54%
vs Peers
+1.53%

NWWJX Mutual Fund Performance

NWWJX performance across multiple time periods: 1-month -0.20%, YTD 7.07%, 1-year 15.23%, 3-year 11.65%, 5-year 5.98%, 10-year 7.79%.

NWWJX returns outperform the peer average of 5.54% 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.