NWAEX Mutual Fund

NWAEX Mutual Fund

NAV$19.95
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Returns Overview

1 Month
-0.99%
3 Months
+0.97%
6 Months
+4.91%
YTD
+10.30%
1 Year
+10.25%
3 Years (annualized)
+22.08%
5 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+5.23%
vs Peers
+5.07%

NWAEX Mutual Fund Performance

NWAEX performance across multiple time periods: 1-month -0.99%, YTD 10.30%, 1-year 10.25%, 3-year 22.08%, 5-year 9.88%.

NWAEX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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