NWESX Mutual Fund

NWESX Mutual Fund

NAV$7.73
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Returns Overview

1 Month
+0.52%
3 Months
-0.21%
6 Months
+1.30%
YTD
+4.06%
1 Year
+5.13%
3 Years (annualized)
+11.04%
5 Years (annualized)
+3.65%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWESX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+14.77%
vs Peers
-10.71%

NWESX Mutual Fund Performance

NWESX performance across multiple time periods: 1-month 0.52%, YTD 4.06%, 1-year 5.13%, 3-year 11.04%, 5-year 3.65%, 10-year 5.70%.

NWESX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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