NWAMX Mutual Fund

NWAMX Mutual Fund

NAV$40.94
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Returns Overview

1 Month
+1.62%
3 Months
+6.69%
6 Months
+10.53%
YTD
+18.60%
1 Year
+24.73%
3 Years (annualized)
+17.85%
5 Years (annualized)
+12.63%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAMX 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)
+18.60%
Peer Avg (YTD)
+12.44%
vs Peers
+6.16%

NWAMX Mutual Fund Performance

NWAMX performance across multiple time periods: 1-month 1.62%, YTD 18.60%, 1-year 24.73%, 3-year 17.85%, 5-year 12.63%, 10-year 9.14%.

NWAMX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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