NWAYX Mutual Fund

NAV$14.79

Returns Overview

1 Month
-3.37%
3 Months
-5.44%
6 Months
+3.61%
YTD
+3.76%
1 Year
+0.87%
3 Years (annualized)
+11.64%
5 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAYX 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)
+3.76%
Peer Avg (YTD)
+8.97%
vs Peers
-5.21%

NWAYX Mutual Fund Performance

NWAYX performance across multiple time periods: 1-month -3.37%, YTD 3.76%, 1-year 0.87%, 3-year 11.64%, 5-year 9.34%.

NWAYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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