NWXUX Mutual Fund

NWXUX Mutual Fund

NAV$12.27
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Returns Overview

1 Month
+3.99%
3 Months
+3.05%
6 Months
+3.38%
YTD
+15.96%
1 Year
+25.45%
3 Years (annualized)
+20.17%
5 Years (annualized)
+6.48%

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)
+15.96%
Peer Avg (YTD)
+9.98%
vs Peers
+5.99%

NWXUX Mutual Fund Performance

NWXUX performance across multiple time periods: 1-month 3.99%, YTD 15.96%, 1-year 25.45%, 3-year 20.17%, 5-year 6.48%.

NWXUX returns outperform the peer average of 9.98% 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.