NWXSX Mutual Fund

NWXSX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
+3.93%
3 Months
+2.98%
6 Months
+3.23%
YTD
+15.69%
1 Year
+25.04%
3 Years (annualized)
+19.79%
5 Years (annualized)
+6.06%

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)
+15.69%
Peer Avg (YTD)
+9.98%
vs Peers
+5.71%

NWXSX Mutual Fund Performance

NWXSX performance across multiple time periods: 1-month 3.93%, YTD 15.69%, 1-year 25.04%, 3-year 19.79%, 5-year 6.06%.

NWXSX returns outperform the peer average of 9.98% 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.