NWAGX Mutual Fund

NAV$18.70

Returns Overview

1 Month
+4.15%
3 Months
+6.29%
6 Months
+17.05%
YTD
+23.80%
1 Year
+15.24%
3 Years (annualized)
+20.11%
5 Years (annualized)
+2.22%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAGX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+23.80%
Peer Avg (YTD)
+14.07%
vs Peers
+9.74%

NWAGX Mutual Fund Performance

NWAGX performance across multiple time periods: 1-month 4.15%, YTD 23.80%, 1-year 15.24%, 3-year 20.11%, 5-year 2.22%, 10-year 9.02%.

NWAGX returns outperform the peer average of 14.07% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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