NWADX Mutual Fund

NAV$18.46

Returns Overview

1 Month
-6.63%
3 Months
+8.43%
6 Months
-3.82%
YTD
-3.43%
1 Year
-0.26%
3 Years (annualized)
+17.22%
5 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWADX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-3.43%
Peer Avg (YTD)
+9.57%
vs Peers
-13.00%

NWADX Mutual Fund Performance

NWADX performance across multiple time periods: 1-month -6.63%, YTD -3.43%, 1-year -0.26%, 3-year 17.22%, 5-year 9.38%.

NWADX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

NWADX performance comparison shows side-by-side returns with another fund. NWADX alternatives are available in the Mutual Fund Screener.