NWXVX Mutual Fund

NWXVX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+3.99%
3 Months
+3.07%
6 Months
+3.41%
YTD
+15.91%
1 Year
+25.33%
3 Years (annualized)
+20.04%
5 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXVX 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)
+15.91%
Peer Avg (YTD)
+9.98%
vs Peers
+5.94%

NWXVX Mutual Fund Performance

NWXVX performance across multiple time periods: 1-month 3.99%, YTD 15.91%, 1-year 25.33%, 3-year 20.04%, 5-year 6.36%.

NWXVX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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