NAWGX Mutual Fund

NAWGX Mutual Fund

NAV$56.54
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Returns Overview

1 Month
-3.43%
3 Months
+3.41%
6 Months
+8.23%
YTD
+9.77%
1 Year
+11.63%
3 Years (annualized)
+16.91%
5 Years (annualized)
+9.78%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAWGX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+10.00%
vs Peers
-0.23%

NAWGX Mutual Fund Performance

NAWGX performance across multiple time periods: 1-month -3.43%, YTD 9.77%, 1-year 11.63%, 3-year 16.91%, 5-year 9.78%, 10-year 9.92%.

NAWGX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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