NWABX Mutual Fund

NWABX Mutual Fund

NAV$29.43
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Returns Overview

1 Month
-1.37%
3 Months
-0.16%
6 Months
+2.70%
YTD
+6.32%
1 Year
+6.41%
3 Years (annualized)
+19.41%
5 Years (annualized)
+8.59%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWABX 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
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🏦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)
+6.32%
Peer Avg (YTD)
+10.80%
vs Peers
-4.48%

NWABX Mutual Fund Performance

NWABX performance across multiple time periods: 1-month -1.37%, YTD 6.32%, 1-year 6.41%, 3-year 19.41%, 5-year 8.59%, 10-year 13.80%.

NWABX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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