NAWSX Mutual Fund

NAWSX Mutual Fund

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Returns Overview

1 Month
-6.54%
3 Months
-9.78%
6 Months
-6.37%
YTD
-6.85%
1 Year
-4.92%
3 Years (annualized)
+3.50%
5 Years (annualized)
-3.05%
10 Years (annualized)
+0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAWSX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-6.85%
Peer Avg (YTD)
-3.88%
vs Peers
-2.98%

NAWSX Mutual Fund Performance

NAWSX performance across multiple time periods: 1-month -6.54%, YTD -6.85%, 1-year -4.92%, 3-year 3.50%, 5-year -3.05%, 10-year 0.36%.

NAWSX returns trail the peer average of -3.88% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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