NWANX Mutual Fund

NWANX Mutual Fund

NAV$41.39
See how much of NWANX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.66%
3 Months
+0.55%
6 Months
+11.57%
YTD
+13.28%
1 Year
+19.54%
3 Years (annualized)
+17.97%
5 Years (annualized)
+12.74%
10 Years (annualized)
+13.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWANX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.28%
Peer Avg (YTD)
+10.00%
vs Peers
+3.28%

NWANX Mutual Fund Performance

NWANX performance across multiple time periods: 1-month -3.66%, YTD 13.28%, 1-year 19.54%, 3-year 17.97%, 5-year 12.74%, 10-year 13.88%.

NWANX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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