NWJEX Mutual Fund

NWJEX Mutual Fund

NAV$143.40
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Returns Overview

1 Month
-3.70%
3 Months
+1.84%
6 Months
+8.12%
YTD
+23.92%
1 Year
+22.19%
3 Years (annualized)
+28.59%
5 Years (annualized)
+14.36%
10 Years (annualized)
+17.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJEX 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
NYSE Arca Tech 100 Index(^PSE)
This Mutual Fund (YTD)
+23.92%
Peer Avg (YTD)
+11.24%
vs Peers
+12.68%

NWJEX Mutual Fund Performance

NWJEX performance across multiple time periods: 1-month -3.70%, YTD 23.92%, 1-year 22.19%, 3-year 28.59%, 5-year 14.36%, 10-year 17.80%.

NWJEX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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