NWJEX Mutual Fund

NWJEX Mutual Fund

NAV$151.95
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Returns Overview

1 Month
+2.14%
3 Months
-0.64%
6 Months
+26.77%
YTD
+27.00%
1 Year
+30.87%
3 Years (annualized)
+14.76%
5 Years (annualized)
+8.59%
10 Years (annualized)
+15.49%

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)
+27.00%
Peer Avg (YTD)
+16.41%
vs Peers
+10.59%

NWJEX Mutual Fund Performance

NWJEX performance across multiple time periods: 1-month 2.14%, YTD 27.00%, 1-year 30.87%, 3-year 14.76%, 5-year 8.59%, 10-year 15.49%.

NWJEX returns outperform the peer average of 16.41% 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.