NWTXX Mutual Fund

NWTXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.26%
3 Months
+0.80%
6 Months
+1.61%
YTD
+1.61%
1 Year
+3.52%
3 Years (annualized)
+4.26%
5 Years (annualized)
+3.20%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWTXX 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
Bloomberg Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+1.70%
vs Peers
-0.09%

NWTXX Mutual Fund Performance

NWTXX performance across multiple time periods: 1-month 0.26%, YTD 1.61%, 1-year 3.52%, 3-year 4.26%, 5-year 3.20%, 10-year 1.88%.

NWTXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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