NWPIX Mutual Fund

NAV$21.34

Returns Overview

3 Months
-5.25%
6 Months
-9.78%
YTD
+1.31%
1 Year
+0.58%
3 Years (annualized)
-2.72%
5 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWPIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
-1.90%
vs Peers
+3.21%

NWPIX Mutual Fund Performance

NWPIX performance across multiple time periods: YTD 1.31%, 1-year 0.58%, 3-year -2.72%, 5-year 2.88%.

NWPIX returns outperform the peer average of -1.90% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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