NWXEX Mutual Fund

NWXEX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
+0.27%
3 Months
+1.13%
6 Months
+1.82%
YTD
+2.40%
1 Year
+5.49%
3 Years (annualized)
+7.64%
5 Years (annualized)
+5.21%
10 Years (annualized)
+5.70%

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)
+2.40%
Peer Avg (YTD)
+0.12%
vs Peers
+2.28%

NWXEX Mutual Fund Performance

NWXEX performance across multiple time periods: 1-month 0.27%, YTD 2.40%, 1-year 5.49%, 3-year 7.64%, 5-year 5.21%, 10-year 5.70%.

NWXEX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.99%, 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.