NWXQX Mutual Fund

NWXQX Mutual Fund

NAV$18.30
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Returns Overview

1 Month
+3.56%
3 Months
+14.34%
6 Months
+17.12%
YTD
+15.56%
1 Year
+25.40%
3 Years (annualized)
+14.87%
5 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXQX 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
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🏦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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.56%
Peer Avg (YTD)
+10.82%
vs Peers
+4.75%

NWXQX Mutual Fund Performance

NWXQX performance across multiple time periods: 1-month 3.56%, YTD 15.56%, 1-year 25.40%, 3-year 14.87%, 5-year 8.56%.

NWXQX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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