NWAQX Mutual Fund

NWAQX Mutual Fund

NAV$15.22
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Returns Overview

1 Month
-1.54%
3 Months
-0.65%
6 Months
+3.30%
YTD
+9.64%
1 Year
+12.04%
3 Years (annualized)
+19.48%
5 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAQX 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
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+6.70%
vs Peers
+2.94%

NWAQX Mutual Fund Performance

NWAQX performance across multiple time periods: 1-month -1.54%, YTD 9.64%, 1-year 12.04%, 3-year 19.48%, 5-year 7.83%.

NWAQX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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