NWGPX Mutual Fund

NWGPX Mutual Fund

NAV$23.49
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Returns Overview

1 Month
+3.13%
3 Months
+16.50%
6 Months
+7.02%
YTD
+7.02%
1 Year
+9.41%
3 Years (annualized)
+3.50%
5 Years (annualized)
+2.83%
10 Years (annualized)
+7.64%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+18.52%
vs Peers
-11.51%

NWGPX Mutual Fund Performance

NWGPX performance across multiple time periods: 1-month 3.13%, YTD 7.02%, 1-year 9.41%, 3-year 3.50%, 5-year 2.83%, 10-year 7.64%.

NWGPX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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