NWJCX Mutual Fund

NWJCX Mutual Fund

NAV$149.32
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Returns Overview

1 Month
+2.11%
3 Months
-0.73%
6 Months
+26.57%
YTD
+26.68%
1 Year
+30.44%
3 Years (annualized)
+14.20%
5 Years (annualized)
+8.13%
10 Years (annualized)
+15.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWJCX 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)
+26.68%
Peer Avg (YTD)
+16.41%
vs Peers
+10.28%

NWJCX Mutual Fund Performance

NWJCX performance across multiple time periods: 1-month 2.11%, YTD 26.68%, 1-year 30.44%, 3-year 14.20%, 5-year 8.13%, 10-year 15.04%.

NWJCX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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