NWBFX Mutual Fund

NWBFX Mutual Fund

NAV$11.89
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Returns Overview

1 Month
-3.57%
3 Months
-3.15%
YTD
+8.59%
1 Year
+12.53%
3 Years (annualized)
+21.42%
5 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWBFX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+7.43%
vs Peers
+1.17%

NWBFX Mutual Fund Performance

NWBFX performance across multiple time periods: 1-month -3.57%, YTD 8.59%, 1-year 12.53%, 3-year 21.42%, 5-year 5.45%.

NWBFX returns outperform the peer average of 7.43% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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