NWXFX Mutual Fund

NWXFX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+0.10%
3 Months
-0.52%
6 Months
+0.63%
YTD
+0.63%
1 Year
+5.91%
3 Years (annualized)
+1.89%
5 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXFX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+1.28%
vs Peers
-0.65%

NWXFX Mutual Fund Performance

NWXFX performance across multiple time periods: 1-month 0.10%, YTD 0.63%, 1-year 5.91%, 3-year 1.89%, 5-year 3.07%.

NWXFX returns trail the peer average of 1.28% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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