NEWFX Mutual Fund

NAV$104.12

Returns Overview

1 Month
-4.12%
3 Months
+2.40%
6 Months
+5.36%
YTD
+10.02%
1 Year
+29.24%
3 Years (annualized)
+17.54%
5 Years (annualized)
+6.13%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEWFX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+23.08%
vs Peers
-13.06%

NEWFX Mutual Fund Performance

NEWFX performance across multiple time periods: 1-month -4.12%, YTD 10.02%, 1-year 29.24%, 3-year 17.54%, 5-year 6.13%, 10-year 10.78%.

NEWFX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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