NAWSX Mutual Fund

NAWSX Mutual Fund

NAV$7.48
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Returns Overview

1 Month
+3.64%
3 Months
-3.89%
6 Months
-4.49%
YTD
-3.47%
1 Year
-3.01%
3 Years (annualized)
+5.53%
5 Years (annualized)
-3.34%
10 Years (annualized)
+0.26%

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
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📉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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-3.47%
Peer Avg (YTD)
-0.12%
vs Peers
-3.35%

NAWSX Mutual Fund Performance

NAWSX performance across multiple time periods: 1-month 3.64%, YTD -3.47%, 1-year -3.01%, 3-year 5.53%, 5-year -3.34%, 10-year 0.26%.

NAWSX returns trail the peer average of -0.12% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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