NWAWX Mutual Fund

NWAWX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
+1.62%
3 Months
+3.64%
6 Months
-2.00%
YTD
+7.53%
1 Year
+5.56%
3 Years (annualized)
+10.61%
5 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAWX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+8.68%
vs Peers
-1.15%

NWAWX Mutual Fund Performance

NWAWX performance across multiple time periods: 1-month 1.62%, YTD 7.53%, 1-year 5.56%, 3-year 10.61%, 5-year 8.53%.

NWAWX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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