NWKEX Mutual Fund

NWKEX Mutual Fund

NAV$23.93
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Returns Overview

1 Month
-0.53%
3 Months
+0.74%
6 Months
+3.67%
YTD
+4.64%
1 Year
+0.18%
3 Years (annualized)
+2.63%
5 Years (annualized)
+2.57%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWKEX 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)
+4.64%
Peer Avg (YTD)
+15.20%
vs Peers
-10.56%

NWKEX Mutual Fund Performance

NWKEX performance across multiple time periods: 1-month -0.53%, YTD 4.64%, 1-year 0.18%, 3-year 2.63%, 5-year 2.57%, 10-year 7.07%.

NWKEX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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