NWGQX Mutual Fund

NWGQX Mutual Fund

NAV$23.40
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Returns Overview

1 Month
+0.61%
3 Months
-0.34%
6 Months
-3.84%
YTD
-1.61%
1 Year
+1.24%
3 Years (annualized)
+1.12%
5 Years (annualized)
+5.05%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWGQX 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)
-1.61%
Peer Avg (YTD)
+3.64%
vs Peers
-5.24%

NWGQX Mutual Fund Performance

NWGQX performance across multiple time periods: 1-month 0.61%, YTD -1.61%, 1-year 1.24%, 3-year 1.12%, 5-year 5.05%, 10-year 6.23%.

NWGQX returns trail the peer average of 3.64% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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