NWXIX Mutual Fund

NWXIX Mutual Fund

NAV$7.91
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Returns Overview

1 Month
-0.63%
3 Months
-0.63%
6 Months
+5.96%
1 Year
+8.01%
3 Years (annualized)
-0.40%
5 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXIX 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
ICE Bank of America Merrill Lynch Global High Yield Index(^IBMLGHY)

NWXIX Mutual Fund Performance

NWXIX performance across multiple time periods: 1-month -0.63%, 1-year 8.01%, 3-year -0.40%, 5-year 2.02%.

NWXIX returns can be compared against peers and benchmarks. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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