NWZMX Mutual Fund

NWZMX Mutual Fund

NAV$20.79
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Returns Overview

1 Month
-1.17%
3 Months
+4.55%
6 Months
+13.42%
YTD
+1.05%
1 Year
-2.65%
3 Years (annualized)
+17.97%
5 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWZMX 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 Growth Index(^RAG)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+8.67%
vs Peers
-7.62%

NWZMX Mutual Fund Performance

NWZMX performance across multiple time periods: 1-month -1.17%, YTD 1.05%, 1-year -2.65%, 3-year 17.97%, 5-year 9.49%.

NWZMX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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