NWKAX Mutual Fund

NWKAX Mutual Fund

NAV$12.98
See how much of NWKAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.92%
3 Months
-4.20%
6 Months
+3.40%
YTD
-5.90%
1 Year
-10.43%
3 Years (annualized)
+5.05%
5 Years (annualized)
-0.34%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWKAX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-5.90%
Peer Avg (YTD)
+6.72%
vs Peers
-12.62%

NWKAX Mutual Fund Performance

NWKAX performance across multiple time periods: 1-month -4.92%, YTD -5.90%, 1-year -10.43%, 3-year 5.05%, 5-year -0.34%, 10-year 9.09%.

NWKAX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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