NAWGX Mutual Fund

NAV$57.41

Returns Overview

1 Month
+0.04%
3 Months
+4.66%
6 Months
+6.28%
YTD
+6.15%
1 Year
+11.76%
3 Years (annualized)
+14.42%
5 Years (annualized)
+9.14%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAWGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+9.49%
vs Peers
-3.34%

NAWGX Mutual Fund Performance

NAWGX performance across multiple time periods: 1-month 0.04%, YTD 6.15%, 1-year 11.76%, 3-year 14.42%, 5-year 9.14%, 10-year 9.53%.

NAWGX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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