NWKBX Mutual Fund

NWKBX Mutual Fund

NAV$65.61
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Returns Overview

1 Month
+0.96%
3 Months
-0.43%
6 Months
-0.49%
YTD
+1.76%
1 Year
+2.67%
3 Years (annualized)
-3.33%
5 Years (annualized)
+5.84%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWKBX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+3.64%
vs Peers
-1.88%

NWKBX Mutual Fund Performance

NWKBX performance across multiple time periods: 1-month 0.96%, YTD 1.76%, 1-year 2.67%, 3-year -3.33%, 5-year 5.84%, 10-year 8.95%.

NWKBX returns trail the peer average of 3.64% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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