NWXSX Mutual Fund

NWXSX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-3.43%
3 Months
+1.45%
6 Months
+10.72%
YTD
+11.72%
1 Year
+15.78%
3 Years (annualized)
+19.79%
5 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXSX 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
PROUpgrade to run
🏦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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+7.86%
vs Peers
+3.86%

NWXSX Mutual Fund Performance

NWXSX performance across multiple time periods: 1-month -3.43%, YTD 11.72%, 1-year 15.78%, 3-year 19.79%, 5-year 6.06%.

NWXSX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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