NWKAX Mutual Fund

NWKAX Mutual Fund

NAV$13.79
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Returns Overview

1 Month
+1.60%
3 Months
+7.94%
6 Months
-1.99%
YTD
-1.77%
1 Year
-7.96%
3 Years (annualized)
+3.50%
5 Years (annualized)
-0.02%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWKAX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.77%
Peer Avg (YTD)
+10.82%
vs Peers
-12.58%

NWKAX Mutual Fund Performance

NWKAX performance across multiple time periods: 1-month 1.60%, YTD -1.77%, 1-year -7.96%, 3-year 3.50%, 5-year -0.02%, 10-year 8.73%.

NWKAX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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