NWALX Mutual Fund

NWALX Mutual Fund

NAV$42.79
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Returns Overview

1 Month
+4.20%
3 Months
+1.97%
6 Months
+9.22%
YTD
+17.79%
1 Year
+23.82%
3 Years (annualized)
+20.11%
5 Years (annualized)
+11.93%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWALX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.79%
Peer Avg (YTD)
+12.44%
vs Peers
+5.35%

NWALX Mutual Fund Performance

NWALX performance across multiple time periods: 1-month 4.20%, YTD 17.79%, 1-year 23.82%, 3-year 20.11%, 5-year 11.93%, 10-year 13.60%.

NWALX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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