NAWCX Mutual Fund

NAWCX Mutual Fund

NAV$52.78
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Returns Overview

1 Month
-0.02%
3 Months
+4.47%
6 Months
+5.87%
YTD
+5.78%
1 Year
+10.92%
3 Years (annualized)
+13.58%
5 Years (annualized)
+8.33%
10 Years (annualized)
+8.71%

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)
+5.78%
Peer Avg (YTD)
+9.49%
vs Peers
-3.71%

NAWCX Mutual Fund Performance

NAWCX performance across multiple time periods: 1-month -0.02%, YTD 5.78%, 1-year 10.92%, 3-year 13.58%, 5-year 8.33%, 10-year 8.71%.

NAWCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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