NWXEX Mutual Fund

NWXEX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
+0.38%
3 Months
+0.80%
6 Months
+1.94%
YTD
+2.79%
1 Year
+4.86%
3 Years (annualized)
+7.66%
5 Years (annualized)
+5.25%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+2.15%
vs Peers
+0.63%

NWXEX Mutual Fund Performance

NWXEX performance across multiple time periods: 1-month 0.38%, YTD 2.79%, 1-year 4.86%, 3-year 7.66%, 5-year 5.25%, 10-year 5.58%.

NWXEX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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