NWAUX Mutual Fund

NWAUX Mutual Fund

NAV$14.21
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Returns Overview

1 Month
+2.99%
3 Months
-1.82%
6 Months
+2.69%
YTD
+6.73%
1 Year
+6.70%
3 Years (annualized)
+11.30%
5 Years (annualized)
+9.19%

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
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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)
+6.73%
Peer Avg (YTD)
+6.23%
vs Peers
+0.50%

NWAUX Mutual Fund Performance

NWAUX performance across multiple time periods: 1-month 2.99%, YTD 6.73%, 1-year 6.70%, 3-year 11.30%, 5-year 9.19%.

NWAUX returns outperform the peer average of 6.23% 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.