NWXJX Mutual Fund

NWXJX Mutual Fund

NAV$7.87
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Returns Overview

1 Month
-0.63%
3 Months
-0.63%
6 Months
+5.65%
YTD
-0.13%
1 Year
+7.44%
3 Years (annualized)
-1.09%
5 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXJX 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
ICE Bank of America Merrill Lynch Global High Yield Index(^IBMLGHY)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
-1.59%
vs Peers
+1.47%

NWXJX Mutual Fund Performance

NWXJX performance across multiple time periods: 1-month -0.63%, YTD -0.13%, 1-year 7.44%, 3-year -1.09%, 5-year 1.29%.

NWXJX returns outperform the peer average of -1.59% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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