NWAHX Mutual Fund

NAV$17.84

Returns Overview

1 Month
+4.19%
3 Months
+6.39%
6 Months
+17.25%
YTD
+24.13%
1 Year
+15.60%
3 Years (annualized)
+20.53%
5 Years (annualized)
+2.59%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAHX 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)
+24.13%
Peer Avg (YTD)
+14.07%
vs Peers
+10.06%

NWAHX Mutual Fund Performance

NWAHX performance across multiple time periods: 1-month 4.19%, YTD 24.13%, 1-year 15.60%, 3-year 20.53%, 5-year 2.59%, 10-year 9.37%.

NWAHX returns outperform the peer average of 14.07% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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