NWATX Mutual Fund

NWATX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-1.45%
3 Months
+1.23%
6 Months
+14.55%
YTD
+11.57%
1 Year
+15.75%
3 Years (annualized)
+17.98%
5 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWATX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+7.09%
vs Peers
+4.48%

NWATX Mutual Fund Performance

NWATX performance across multiple time periods: 1-month -1.45%, YTD 11.57%, 1-year 15.75%, 3-year 17.98%, 5-year 8.91%.

NWATX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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