NWGPX Mutual Fund

NWGPX Mutual Fund

NAV$20.90
See how much of NWGPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.92%
3 Months
-6.05%
6 Months
-2.19%
YTD
-1.37%
1 Year
-0.33%
3 Years (annualized)
+4.51%
5 Years (annualized)
+0.88%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWGPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-1.37%
Peer Avg (YTD)
+12.21%
vs Peers
-13.57%

NWGPX Mutual Fund Performance

NWGPX performance across multiple time periods: 1-month -2.92%, YTD -1.37%, 1-year -0.33%, 3-year 4.51%, 5-year 0.88%, 10-year 6.28%.

NWGPX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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