NWGPX Mutual Fund

NWGPX Mutual Fund

NAV$21.78
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Returns Overview

1 Month
-2.71%
3 Months
-5.06%
6 Months
+10.61%
YTD
+1.60%
1 Year
+1.50%
3 Years (annualized)
+2.24%
5 Years (annualized)
+2.19%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWGPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+10.34%
vs Peers
-8.74%

NWGPX Mutual Fund Performance

NWGPX performance across multiple time periods: 1-month -2.71%, YTD 1.60%, 1-year 1.50%, 3-year 2.24%, 5-year 2.19%, 10-year 6.68%.

NWGPX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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