NAWIX Mutual Fund

NAWIX Mutual Fund

NAV$57.17
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Returns Overview

1 Month
-3.41%
3 Months
+3.47%
6 Months
+8.38%
YTD
+9.98%
1 Year
+11.91%
3 Years (annualized)
+17.20%
5 Years (annualized)
+10.04%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAWIX 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
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📉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)
+9.98%
Peer Avg (YTD)
+10.00%
vs Peers
-0.02%

NAWIX Mutual Fund Performance

NAWIX performance across multiple time periods: 1-month -3.41%, YTD 9.98%, 1-year 11.91%, 3-year 17.20%, 5-year 10.04%, 10-year 10.19%.

NAWIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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