NWAMX Mutual Fund

NWAMX Mutual Fund

NAV$41.81
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Returns Overview

1 Month
+2.67%
3 Months
+7.16%
6 Months
+12.46%
YTD
+16.71%
1 Year
+27.50%
3 Years (annualized)
+17.68%
5 Years (annualized)
+13.51%
10 Years (annualized)
+13.81%

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)
+16.71%
Peer Avg (YTD)
+11.41%
vs Peers
+5.30%

NWAMX Mutual Fund Performance

NWAMX performance across multiple time periods: 1-month 2.67%, YTD 16.71%, 1-year 27.50%, 3-year 17.68%, 5-year 13.51%, 10-year 13.81%.

NWAMX returns outperform the peer average of 11.41% 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.