NWXSX Mutual Fund

NAV$12.00

Returns Overview

1 Month
+0.84%
3 Months
+1.01%
6 Months
+2.21%
YTD
+8.89%
1 Year
+22.35%
3 Years (annualized)
+17.86%
5 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXSX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+9.16%
vs Peers
-0.27%

NWXSX Mutual Fund Performance

NWXSX performance across multiple time periods: 1-month 0.84%, YTD 8.89%, 1-year 22.35%, 3-year 17.86%, 5-year 6.01%.

NWXSX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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