NWXVX Mutual Fund

NAV$12.19

Returns Overview

1 Month
+0.49%
3 Months
+2.01%
6 Months
+1.41%
YTD
+10.02%
1 Year
+22.67%
3 Years (annualized)
+18.13%
5 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWXVX 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)
+10.02%
Peer Avg (YTD)
+9.16%
vs Peers
+0.86%

NWXVX Mutual Fund Performance

NWXVX performance across multiple time periods: 1-month 0.49%, YTD 10.02%, 1-year 22.67%, 3-year 18.13%, 5-year 6.30%.

NWXVX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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