NWKAX Mutual Fund

NWKAX Mutual Fund

NAV$13.19
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Returns Overview

1 Month
+0.68%
3 Months
+2.84%
6 Months
-1.03%
YTD
-1.11%
1 Year
-6.61%
3 Years (annualized)
+4.79%
5 Years (annualized)
+0.03%
10 Years (annualized)
+9.08%

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)
-1.11%
Peer Avg (YTD)
+9.54%
vs Peers
-10.64%

NWKAX Mutual Fund Performance

NWKAX performance across multiple time periods: 1-month 0.68%, YTD -1.11%, 1-year -6.61%, 3-year 4.79%, 5-year 0.03%, 10-year 9.08%.

NWKAX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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