NWAWX Mutual Fund

NWAWX Mutual Fund

NAV$14.83
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Returns Overview

1 Month
-3.44%
3 Months
-5.45%
6 Months
+3.53%
YTD
+3.76%
1 Year
+0.76%
3 Years (annualized)
+11.50%
5 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAWX 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)
+3.76%
Peer Avg (YTD)
+8.97%
vs Peers
-5.22%

NWAWX Mutual Fund Performance

NWAWX performance across multiple time periods: 1-month -3.44%, YTD 3.76%, 1-year 0.76%, 3-year 11.50%, 5-year 9.22%.

NWAWX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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