NWAVX Mutual Fund

NWAVX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
+3.05%
3 Months
-1.61%
6 Months
+2.94%
YTD
+6.98%
1 Year
+7.18%
3 Years (annualized)
+11.74%
5 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAVX 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)
+6.98%
Peer Avg (YTD)
+6.23%
vs Peers
+0.75%

NWAVX Mutual Fund Performance

NWAVX performance across multiple time periods: 1-month 3.05%, YTD 6.98%, 1-year 7.18%, 3-year 11.74%, 5-year 9.57%.

NWAVX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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