NWGSX Mutual Fund

NAV$24.13

Returns Overview

1 Month
-1.47%
3 Months
+2.90%
6 Months
+2.25%
YTD
+4.23%
1 Year
+9.67%
3 Years (annualized)
+3.80%
5 Years (annualized)
+3.12%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWGSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+18.52%
vs Peers
-14.29%

NWGSX Mutual Fund Performance

NWGSX performance across multiple time periods: 1-month -1.47%, YTD 4.23%, 1-year 9.67%, 3-year 3.80%, 5-year 3.12%, 10-year 7.94%.

NWGSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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