NEWFX Mutual Fund

NEWFX Mutual Fund

NAV$105.21
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Returns Overview

1 Month
-1.10%
3 Months
-1.49%
6 Months
+16.51%
YTD
+13.03%
1 Year
+19.44%
3 Years (annualized)
+18.12%
5 Years (annualized)
+6.41%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEWFX 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
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📉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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+20.48%
vs Peers
-7.45%

NEWFX Mutual Fund Performance

NEWFX performance across multiple time periods: 1-month -1.10%, YTD 13.03%, 1-year 19.44%, 3-year 18.12%, 5-year 6.41%, 10-year 10.27%.

NEWFX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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