NEWFX Mutual Fund

NEWFX Mutual Fund

NAV$98.68
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Returns Overview

1 Month
-8.40%
3 Months
-7.71%
6 Months
-3.64%
YTD
+3.53%
1 Year
+6.33%
3 Years (annualized)
+17.19%
5 Years (annualized)
+4.85%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEWFX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+9.82%
vs Peers
-6.29%

NEWFX Mutual Fund Performance

NEWFX performance across multiple time periods: 1-month -8.40%, YTD 3.53%, 1-year 6.33%, 3-year 17.19%, 5-year 4.85%, 10-year 9.24%.

NEWFX returns trail the peer average of 9.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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