NWXQX Mutual Fund

NWXQX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
-4.26%
3 Months
-6.47%
6 Months
+6.94%
YTD
+8.09%
1 Year
+11.27%
3 Years (annualized)
+13.59%
5 Years (annualized)
+7.58%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXQX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+6.72%
vs Peers
+1.37%

NWXQX Mutual Fund Performance

NWXQX performance across multiple time periods: 1-month -4.26%, YTD 8.09%, 1-year 11.27%, 3-year 13.59%, 5-year 7.58%, 10-year 10.39%.

NWXQX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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