NWAJX Mutual Fund

NWAJX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
+4.16%
3 Months
+6.40%
6 Months
+17.22%
YTD
+24.15%
1 Year
+15.63%
3 Years (annualized)
+20.53%
5 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAJX 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 ACWI ex US Index
This Mutual Fund (YTD)
+24.15%
Peer Avg (YTD)
+14.07%
vs Peers
+10.08%

NWAJX Mutual Fund Performance

NWAJX performance across multiple time periods: 1-month 4.16%, YTD 24.15%, 1-year 15.63%, 3-year 20.53%, 5-year 2.57%.

NWAJX returns outperform the peer average of 14.07% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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