NAWIX Mutual Fund

NAWIX Mutual Fund

NAV$58.21
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Returns Overview

1 Month
+0.06%
3 Months
+4.75%
6 Months
+6.41%
YTD
+6.29%
1 Year
+12.04%
3 Years (annualized)
+14.71%
5 Years (annualized)
+9.40%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAWIX 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
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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)
+6.29%
Peer Avg (YTD)
+9.49%
vs Peers
-3.20%

NAWIX Mutual Fund Performance

NAWIX performance across multiple time periods: 1-month 0.06%, YTD 6.29%, 1-year 12.04%, 3-year 14.71%, 5-year 9.40%, 10-year 9.79%.

NAWIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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