NWAYX Mutual Fund

NWAYX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
+3.05%
3 Months
-1.63%
6 Months
+2.89%
YTD
+6.93%
1 Year
+7.08%
3 Years (annualized)
+11.63%
5 Years (annualized)
+9.49%

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
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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)
+6.93%
Peer Avg (YTD)
+6.23%
vs Peers
+0.70%

NWAYX Mutual Fund Performance

NWAYX performance across multiple time periods: 1-month 3.05%, YTD 6.93%, 1-year 7.08%, 3-year 11.63%, 5-year 9.49%.

NWAYX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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