NWGSX Mutual Fund

NWGSX Mutual Fund

NAV$22.83
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Returns Overview

1 Month
-2.89%
3 Months
-6.04%
6 Months
-2.14%
YTD
-1.25%
1 Year
-0.18%
3 Years (annualized)
+4.78%
5 Years (annualized)
+1.15%
10 Years (annualized)
+6.56%

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)
-1.25%
Peer Avg (YTD)
+12.21%
vs Peers
-13.46%

NWGSX Mutual Fund Performance

NWGSX performance across multiple time periods: 1-month -2.89%, YTD -1.25%, 1-year -0.18%, 3-year 4.78%, 5-year 1.15%, 10-year 6.56%.

NWGSX returns trail the peer average of 12.21% 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.