NWXUX Mutual Fund

NWXUX Mutual Fund

NAV$12.78
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Returns Overview

1 Month
+1.07%
3 Months
+1.37%
6 Months
+5.08%
YTD
+11.52%
1 Year
+26.37%
3 Years (annualized)
+17.01%
5 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXUX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+11.52%
Peer Avg (YTD)
+8.67%
vs Peers
+2.85%

NWXUX Mutual Fund Performance

NWXUX performance across multiple time periods: 1-month 1.07%, YTD 11.52%, 1-year 26.37%, 3-year 17.01%, 5-year 6.41%.

NWXUX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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