NWESX Mutual Fund

NWESX Mutual Fund

NAV$7.82
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Returns Overview

1 Month
+1.28%
3 Months
+0.38%
6 Months
+2.72%
YTD
+5.04%
1 Year
+9.85%
3 Years (annualized)
+2.99%
5 Years (annualized)
-2.80%
10 Years (annualized)
-0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWESX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+8.76%
vs Peers
-3.72%

NWESX Mutual Fund Performance

NWESX performance across multiple time periods: 1-month 1.28%, YTD 5.04%, 1-year 9.85%, 3-year 2.99%, 5-year -2.80%, 10-year -0.89%.

NWESX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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