NWKDX Mutual Fund

NWKDX Mutual Fund

NAV$84.14
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Returns Overview

1 Month
+8.12%
3 Months
+14.46%
6 Months
+9.24%
YTD
+9.07%
1 Year
+5.67%
3 Years (annualized)
+6.74%
5 Years (annualized)
+1.75%
10 Years (annualized)
+10.14%

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
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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)
+9.07%
Peer Avg (YTD)
+18.52%
vs Peers
-9.45%

NWKDX Mutual Fund Performance

NWKDX performance across multiple time periods: 1-month 8.12%, YTD 9.07%, 1-year 5.67%, 3-year 6.74%, 5-year 1.75%, 10-year 10.14%.

NWKDX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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