NAWSX Mutual Fund

NAV$7.74

Returns Overview

1 Month
+1.02%
3 Months
+2.85%
6 Months
+2.45%
YTD
+2.32%
1 Year
+8.50%
3 Years (annualized)
+3.77%
5 Years (annualized)
-2.28%
10 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAWSX 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
S&P Municipal Yield Index(^SPMUHT:SP)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+1.98%
vs Peers
+0.34%

NAWSX Mutual Fund Performance

NAWSX performance across multiple time periods: 1-month 1.02%, YTD 2.32%, 1-year 8.50%, 3-year 3.77%, 5-year -2.28%, 10-year 0.82%.

NAWSX returns outperform the peer average of 1.98% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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