NWKEX Mutual Fund

NAV$24.20

Returns Overview

1 Month
+3.20%
3 Months
+16.62%
6 Months
+7.24%
YTD
+7.19%
1 Year
+9.79%
3 Years (annualized)
+3.90%
5 Years (annualized)
+3.21%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWKEX 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)
+7.19%
Peer Avg (YTD)
+18.52%
vs Peers
-11.33%

NWKEX Mutual Fund Performance

NWKEX performance across multiple time periods: 1-month 3.20%, YTD 7.19%, 1-year 9.79%, 3-year 3.90%, 5-year 3.21%, 10-year 8.04%.

NWKEX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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