NAWCX Mutual Fund

NAWCX Mutual Fund

NAV$52.97
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Returns Overview

1 Month
+5.61%
3 Months
+5.98%
6 Months
+8.51%
YTD
+11.72%
1 Year
+18.07%
3 Years (annualized)
+14.83%
5 Years (annualized)
+9.05%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAWCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+11.41%
vs Peers
+0.31%

NAWCX Mutual Fund Performance

NAWCX performance across multiple time periods: 1-month 5.61%, YTD 11.72%, 1-year 18.07%, 3-year 14.83%, 5-year 9.05%, 10-year 9.00%.

NAWCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

NAWCX vs another fund shows side-by-side returns. NAWCX alternatives are available in the Mutual Fund Screener.