NWESX Mutual Fund

NAV$7.91

Returns Overview

1 Month
-0.16%
3 Months
+6.16%
6 Months
+4.82%
YTD
+4.68%
1 Year
+11.10%
3 Years (annualized)
+9.46%
5 Years (annualized)
+4.10%
10 Years (annualized)
+5.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+7.64%
vs Peers
-2.96%

NWESX Mutual Fund Performance

NWESX performance across multiple time periods: 1-month -0.16%, YTD 4.68%, 1-year 11.10%, 3-year 9.46%, 5-year 4.10%, 10-year 5.89%.

NWESX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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