NWXGX Mutual Fund

NAV$10.19

Returns Overview

1 Month
+0.20%
3 Months
+0.30%
6 Months
-0.29%
YTD
+0.10%
1 Year
+6.68%
3 Years (annualized)
+8.57%
5 Years (annualized)
+5.50%
10 Years (annualized)
+6.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXGX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+3.23%
vs Peers
-3.13%

NWXGX Mutual Fund Performance

NWXGX performance across multiple time periods: 1-month 0.20%, YTD 0.10%, 1-year 6.68%, 3-year 8.57%, 5-year 5.50%, 10-year 6.32%.

NWXGX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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