NWBAX Mutual Fund

NWBAX Mutual Fund

NAV$12.67
See how much of NWBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.49%
3 Months
+1.21%
6 Months
+14.57%
YTD
+11.44%
1 Year
+15.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWBAX 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

This Mutual Fund (YTD)
+11.44%
Peer Avg (YTD)
+7.10%
vs Peers
+4.34%

NWBAX Mutual Fund Performance

NWBAX performance across multiple time periods: 1-month -1.49%, YTD 11.44%, 1-year 15.57%.

NWBAX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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