NWXSX Mutual Fund

NWXSX Mutual Fund

NAV$12.56
See how much of NWXSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.08%
3 Months
+1.29%
6 Months
+4.93%
YTD
+11.31%
1 Year
+26.05%
3 Years (annualized)
+16.63%
5 Years (annualized)
+6.01%

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)
+11.31%
Peer Avg (YTD)
+8.67%
vs Peers
+2.64%

NWXSX Mutual Fund Performance

NWXSX performance across multiple time periods: 1-month 1.08%, YTD 11.31%, 1-year 26.05%, 3-year 16.63%, 5-year 6.01%.

NWXSX returns outperform the peer average of 8.67% 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.