NWZMX Mutual Fund

NWZMX Mutual Fund

NAV$19.96
See how much of NWZMX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.62%
3 Months
-1.79%
6 Months
-2.44%
YTD
-3.95%
1 Year
-2.04%
3 Years (annualized)
+14.70%
5 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWZMX 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)
-3.95%
Peer Avg (YTD)
+8.62%
vs Peers
-12.57%

NWZMX Mutual Fund Performance

NWZMX performance across multiple time periods: 1-month -0.62%, YTD -3.95%, 1-year -2.04%, 3-year 14.70%, 5-year 8.83%.

NWZMX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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