NWGSX Mutual Fund

NWGSX Mutual Fund

NAV$24.30
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Returns Overview

1 Month
-1.90%
3 Months
+4.15%
6 Months
+4.60%
YTD
+5.10%
1 Year
+9.09%
3 Years (annualized)
+2.13%
5 Years (annualized)
+2.66%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWGSX 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)
+5.10%
Peer Avg (YTD)
+15.31%
vs Peers
-10.21%

NWGSX Mutual Fund Performance

NWGSX performance across multiple time periods: 1-month -1.90%, YTD 5.10%, 1-year 9.09%, 3-year 2.13%, 5-year 2.66%, 10-year 7.30%.

NWGSX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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