NAWCX Mutual Fund

NAWCX Mutual Fund

NAV$51.33
See how much of NAWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
-1.11%
6 Months
+6.51%
YTD
+1.08%
1 Year
+7.03%
3 Years (annualized)
+16.03%
5 Years (annualized)
+8.96%
10 Years (annualized)
+9.10%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+12.44%
vs Peers
-11.36%

NAWCX Mutual Fund Performance

NAWCX performance across multiple time periods: 1-month -0.17%, YTD 1.08%, 1-year 7.03%, 3-year 16.03%, 5-year 8.96%, 10-year 9.10%.

NAWCX returns trail the peer average of 12.44% 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.