NWXNX Mutual Fund

NWXNX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
-0.44%
3 Months
+0.77%
6 Months
+1.07%
YTD
+1.19%
1 Year
+3.03%
3 Years (annualized)
+3.72%
5 Years (annualized)
+0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXNX 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 Barclays US Treasury Inflation Protected Securities Index(^BBUTIPS)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+3.23%
vs Peers
-2.04%

NWXNX Mutual Fund Performance

NWXNX performance across multiple time periods: 1-month -0.44%, YTD 1.19%, 1-year 3.03%, 3-year 3.72%, 5-year 0.68%.

NWXNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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