NAWIX Mutual Fund

NAWIX Mutual Fund

NAV$58.45
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Returns Overview

1 Month
+5.70%
3 Months
+6.25%
6 Months
+9.06%
YTD
+12.35%
1 Year
+19.25%
3 Years (annualized)
+15.99%
5 Years (annualized)
+10.14%
10 Years (annualized)
+10.10%

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
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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)
+12.35%
Peer Avg (YTD)
+11.41%
vs Peers
+0.94%

NAWIX Mutual Fund Performance

NAWIX performance across multiple time periods: 1-month 5.70%, YTD 12.35%, 1-year 19.25%, 3-year 15.99%, 5-year 10.14%, 10-year 10.10%.

NAWIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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