NWZLX Mutual Fund

NAV$17.70

Returns Overview

1 Month
-2.37%
3 Months
-5.60%
6 Months
-7.43%
YTD
-7.23%
1 Year
-0.53%
3 Years (annualized)
+16.86%
5 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWZLX 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 Growth Index(^RAG)
This Mutual Fund (YTD)
-7.23%
Peer Avg (YTD)
+9.57%
vs Peers
-16.81%

NWZLX Mutual Fund Performance

NWZLX performance across multiple time periods: 1-month -2.37%, YTD -7.23%, 1-year -0.53%, 3-year 16.86%, 5-year 9.03%.

NWZLX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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