BWNYX Mutual Fund

BWNYX Mutual Fund

NAV$31.75
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Returns Overview

1 Month
-3.43%
3 Months
-7.14%
6 Months
+6.68%
YTD
+10.31%
1 Year
-0.59%
3 Years (annualized)
+11.08%
5 Years (annualized)
+6.41%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWNYX 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
Value Line Geometric Index(^VALUG)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+6.72%
vs Peers
+3.59%

BWNYX Mutual Fund Performance

BWNYX performance across multiple time periods: 1-month -3.43%, YTD 10.31%, 1-year -0.59%, 3-year 11.08%, 5-year 6.41%, 10-year 5.28%.

BWNYX returns outperform the peer average of 6.72% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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