NWKDX Mutual Fund

NWKDX Mutual Fund

NAV$79.76
See how much of NWKDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.75%
3 Months
-2.94%
6 Months
+0.76%
YTD
+1.39%
1 Year
+1.04%
3 Years (annualized)
+8.29%
5 Years (annualized)
-0.85%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWKDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+12.21%
vs Peers
-10.82%

NWKDX Mutual Fund Performance

NWKDX performance across multiple time periods: 1-month 2.75%, YTD 1.39%, 1-year 1.04%, 3-year 8.29%, 5-year -0.85%, 10-year 9.18%.

NWKDX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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