NWNAX Mutual Fund

NWNAX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
-1.60%
3 Months
+0.73%
6 Months
+12.77%
YTD
+9.97%
1 Year
+13.71%
3 Years (annualized)
+16.58%
5 Years (annualized)
+7.87%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWNAX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+7.09%
vs Peers
+2.88%

NWNAX Mutual Fund Performance

NWNAX performance across multiple time periods: 1-month -1.60%, YTD 9.97%, 1-year 13.71%, 3-year 16.58%, 5-year 7.87%, 10-year 10.06%.

NWNAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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