BWNYX Mutual Fund

NAV$33.09

Returns Overview

1 Month
+5.72%
3 Months
+14.89%
6 Months
+19.99%
YTD
+18.80%
1 Year
+17.91%
3 Years (annualized)
+12.70%
5 Years (annualized)
+7.98%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWNYX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Value Line Geometric Index(^VALUG)
This Mutual Fund (YTD)
+18.80%
Peer Avg (YTD)
+10.82%
vs Peers
+7.98%

BWNYX Mutual Fund Performance

BWNYX performance across multiple time periods: 1-month 5.72%, YTD 18.80%, 1-year 17.91%, 3-year 12.70%, 5-year 7.98%, 10-year 7.24%.

BWNYX returns outperform the peer average of 10.82% YTD. investors should weigh costs against performance when evaluating this mutual fund.

BWNYX performance comparison shows side-by-side returns with another fund. BWNYX alternatives are available in the Mutual Fund Screener.