NWAUX Mutual Fund

NWAUX Mutual Fund

NAV$14.85
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Returns Overview

1 Month
-3.42%
3 Months
-5.56%
6 Months
+3.41%
YTD
+3.64%
1 Year
+0.51%
3 Years (annualized)
+11.33%
5 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAUX 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 500 Index(SPX)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+8.97%
vs Peers
-5.33%

NWAUX Mutual Fund Performance

NWAUX performance across multiple time periods: 1-month -3.42%, YTD 3.64%, 1-year 0.51%, 3-year 11.33%, 5-year 9.03%.

NWAUX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

NWAUX performance comparison shows side-by-side returns with another fund. NWAUX alternatives are available in the Mutual Fund Screener.