| NWJFX | |
|---|---|
| Total return | +581.81% |
| Annualised (CAGR) | +21.17% |
| Volatility (annualised) | +17.92% |
| Sharpe (rf = 0) | 1.18 |
| Deepest drawdown | -31.22% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-20 |
| Dividend yield (12m distributions) | 3.42% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +581.81% in total (+21.17% a year), with a deepest drawdown of -31.22% from 2020-02-19 to 2020-03-20. Its worst calendar year was 2022 (-8.39%), its best 2023 (+41.47%).
| Year | NWJFX |
|---|---|
| 2026 | +30.47% |
| 2025 | +20.13% |
| 2024 | +19.11% |
| 2023 | +41.47% |
| 2022 | -8.39% |
| 2021 | +25.45% |
| 2020 | +24.56% |
| 2019 | +33.99% |
| 2018 | +0.72% |
| 2017 | +31.58% |
| 2016 | +1.56% |
+581.81% in total, which works out to +21.17% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -8.39% (net of fees, dividends reinvested). Its best year was 2023 (+41.47%).
-31.22%, from a peak on 2020-02-19 to a trough on 2020-03-20. From that trough it took 122 days (about 4.0 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.42% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say NWJFX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -31.22% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.