NWXHX Mutual Fund

NWXHX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
+0.29%
3 Months
+1.20%
6 Months
+1.87%
YTD
+2.57%
1 Year
+5.71%
3 Years (annualized)
+7.97%
5 Years (annualized)
+5.47%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXHX 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)
+2.57%
Peer Avg (YTD)
+0.12%
vs Peers
+2.45%

NWXHX Mutual Fund Performance

NWXHX performance across multiple time periods: 1-month 0.29%, YTD 2.57%, 1-year 5.71%, 3-year 7.97%, 5-year 5.47%, 10-year 5.97%.

NWXHX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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