NWAIX Mutual Fund

NWAIX Mutual Fund

NAV$21.25
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Returns Overview

1 Month
-0.05%
3 Months
-5.06%
6 Months
-9.67%
YTD
+1.26%
1 Year
+0.58%
3 Years (annualized)
-2.88%
5 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAIX 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
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
-1.90%
vs Peers
+3.16%

NWAIX Mutual Fund Performance

NWAIX performance across multiple time periods: 1-month -0.05%, YTD 1.26%, 1-year 0.58%, 3-year -2.88%, 5-year 2.68%.

NWAIX returns outperform the peer average of -1.90% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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