NWSAX Mutual Fund

NAV$8.40

Returns Overview

1 Month
+7.36%
3 Months
-2.90%
6 Months
-15.21%
YTD
-11.23%
1 Year
+4.21%
3 Years (annualized)
-2.56%
5 Years (annualized)
-3.92%
10 Years (annualized)
+5.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWSAX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-11.23%
Peer Avg (YTD)
-0.70%
vs Peers
-10.53%

NWSAX Mutual Fund Performance

NWSAX performance across multiple time periods: 1-month 7.36%, YTD -11.23%, 1-year 4.21%, 3-year -2.56%, 5-year -3.92%, 10-year 5.30%.

NWSAX returns trail the peer average of -0.70% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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