NWKEX Mutual Fund

NWKEX Mutual Fund

NAV$24.16
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Returns Overview

1 Month
-2.68%
3 Months
-5.00%
6 Months
+10.79%
YTD
+1.83%
1 Year
+1.81%
3 Years (annualized)
+2.63%
5 Years (annualized)
+2.57%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWKEX 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)
+1.83%
Peer Avg (YTD)
+10.34%
vs Peers
-8.51%

NWKEX Mutual Fund Performance

NWKEX performance across multiple time periods: 1-month -2.68%, YTD 1.83%, 1-year 1.81%, 3-year 2.63%, 5-year 2.57%, 10-year 7.07%.

NWKEX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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