NWARX Mutual Fund

NWARX Mutual Fund

NAV$15.75
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Returns Overview

1 Month
+2.41%
3 Months
+2.23%
6 Months
+9.33%
YTD
+12.86%
1 Year
+20.14%
3 Years (annualized)
+17.41%
5 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWARX 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)
+12.86%
Peer Avg (YTD)
+8.76%
vs Peers
+4.10%

NWARX Mutual Fund Performance

NWARX performance across multiple time periods: 1-month 2.41%, YTD 12.86%, 1-year 20.14%, 3-year 17.41%, 5-year 8.37%.

NWARX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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