NWAOX Mutual Fund

NWAOX Mutual Fund

NAV$42.11
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Returns Overview

1 Month
+2.70%
3 Months
+7.21%
6 Months
+12.51%
YTD
+16.76%
1 Year
+27.57%
3 Years (annualized)
+17.71%
5 Years (annualized)
+13.57%
10 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAOX 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)
+16.76%
Peer Avg (YTD)
+11.41%
vs Peers
+5.35%

NWAOX Mutual Fund Performance

NWAOX performance across multiple time periods: 1-month 2.70%, YTD 16.76%, 1-year 27.57%, 3-year 17.71%, 5-year 13.57%, 10-year 13.83%.

NWAOX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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