NWXSX Mutual Fund

NWXSX Mutual Fund

NAV$11.85
See how much of NWXSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.59%
3 Months
-3.24%
6 Months
-1.99%
YTD
+7.71%
1 Year
+12.18%
3 Years (annualized)
+21.03%
5 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXSX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+7.47%
vs Peers
+0.23%

NWXSX Mutual Fund Performance

NWXSX performance across multiple time periods: 1-month -3.59%, YTD 7.71%, 1-year 12.18%, 3-year 21.03%, 5-year 5.05%.

NWXSX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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