NWZLX Mutual Fund

NWZLX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
-0.65%
3 Months
-1.82%
6 Months
-2.61%
YTD
-4.14%
1 Year
-2.38%
3 Years (annualized)
+14.63%
5 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWZLX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-4.14%
Peer Avg (YTD)
+8.62%
vs Peers
-12.76%

NWZLX Mutual Fund Performance

NWZLX performance across multiple time periods: 1-month -0.65%, YTD -4.14%, 1-year -2.38%, 3-year 14.63%, 5-year 8.60%.

NWZLX returns trail the peer average of 8.62% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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