NWAVX Mutual Fund

NAV$14.79

Returns Overview

1 Month
-3.35%
3 Months
-5.41%
6 Months
+3.66%
YTD
+3.81%
1 Year
+0.97%
3 Years (annualized)
+11.71%
5 Years (annualized)
+9.42%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+8.97%
vs Peers
-5.16%

NWAVX Mutual Fund Performance

NWAVX performance across multiple time periods: 1-month -3.35%, YTD 3.81%, 1-year 0.97%, 3-year 11.71%, 5-year 9.42%.

NWAVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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