NWSIX Mutual Fund

NWSIX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
+7.28%
3 Months
-2.88%
6 Months
-9.07%
YTD
-11.15%
1 Year
+11.78%
3 Years (annualized)
-0.04%
5 Years (annualized)
-2.37%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWSIX 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)
-11.15%
Peer Avg (YTD)
-0.70%
vs Peers
-10.46%

NWSIX Mutual Fund Performance

NWSIX performance across multiple time periods: 1-month 7.28%, YTD -11.15%, 1-year 11.78%, 3-year -0.04%, 5-year -2.37%, 10-year 6.22%.

NWSIX returns trail the peer average of -0.70% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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