NWESX Mutual Fund

NWESX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
-0.38%
3 Months
+1.52%
6 Months
+3.32%
YTD
+4.28%
1 Year
+10.37%
3 Years (annualized)
+8.88%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.59%

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)
+4.28%
Peer Avg (YTD)
+6.99%
vs Peers
-2.71%

NWESX Mutual Fund Performance

NWESX performance across multiple time periods: 1-month -0.38%, YTD 4.28%, 1-year 10.37%, 3-year 8.88%, 5-year 3.84%, 10-year 5.59%.

NWESX returns trail the peer average of 6.99% 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.