NWZLX Mutual Fund

NWZLX Mutual Fund

NAV$19.78
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Returns Overview

1 Month
-1.18%
3 Months
+4.45%
6 Months
+13.25%
YTD
+0.79%
1 Year
-3.01%
3 Years (annualized)
+17.92%
5 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWZLX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+8.67%
vs Peers
-7.89%

NWZLX Mutual Fund Performance

NWZLX performance across multiple time periods: 1-month -1.18%, YTD 0.79%, 1-year -3.01%, 3-year 17.92%, 5-year 9.26%.

NWZLX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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