NWAEX Mutual Fund

NWAEX Mutual Fund

NAV$20.45
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Returns Overview

1 Month
-0.25%
3 Months
+3.90%
6 Months
+8.05%
YTD
+9.24%
1 Year
+18.36%
3 Years (annualized)
+17.83%
5 Years (annualized)
+10.82%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+9.24%
Peer Avg (YTD)
+6.23%
vs Peers
+3.00%

NWAEX Mutual Fund Performance

NWAEX performance across multiple time periods: 1-month -0.25%, YTD 9.24%, 1-year 18.36%, 3-year 17.83%, 5-year 10.82%.

NWAEX returns outperform the peer average of 6.23% 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.