NWADX Mutual Fund

NWADX Mutual Fund

NAV$20.22
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Returns Overview

1 Month
-0.57%
3 Months
-1.75%
6 Months
-2.46%
YTD
-3.98%
1 Year
-2.10%
3 Years (annualized)
+15.01%
5 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWADX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-3.98%
Peer Avg (YTD)
+8.62%
vs Peers
-12.60%

NWADX Mutual Fund Performance

NWADX performance across multiple time periods: 1-month -0.57%, YTD -3.98%, 1-year -2.10%, 3-year 15.01%, 5-year 8.97%.

NWADX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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