NWAUX Mutual Fund

NWAUX Mutual Fund

NAV$12.80
See how much of NWAUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.01%
3 Months
-8.53%
6 Months
-10.19%
YTD
-2.37%
1 Year
+0.85%
3 Years (annualized)
+10.33%
5 Years (annualized)
+6.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.37%
Peer Avg (YTD)
+5.23%
vs Peers
-7.60%

NWAUX Mutual Fund Performance

NWAUX performance across multiple time periods: 1-month -9.01%, YTD -2.37%, 1-year 0.85%, 3-year 10.33%, 5-year 6.08%.

NWAUX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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