NWAPX Mutual Fund

NWAPX Mutual Fund

NAV$41.15
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Returns Overview

1 Month
+1.62%
3 Months
+6.73%
6 Months
+10.60%
YTD
+18.65%
1 Year
+24.86%
3 Years (annualized)
+17.97%
5 Years (annualized)
+12.74%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAPX 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)
+18.65%
Peer Avg (YTD)
+12.44%
vs Peers
+6.21%

NWAPX Mutual Fund Performance

NWAPX performance across multiple time periods: 1-month 1.62%, YTD 18.65%, 1-year 24.86%, 3-year 17.97%, 5-year 12.74%, 10-year 13.87%.

NWAPX 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.

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