NWALX Mutual Fund

NAV$40.97

Returns Overview

1 Month
+1.86%
3 Months
+6.39%
6 Months
+10.16%
YTD
+13.55%
1 Year
+24.50%
3 Years (annualized)
+17.01%
5 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWALX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.55%
Peer Avg (YTD)
+9.49%
vs Peers
+4.06%

NWALX Mutual Fund Performance

NWALX performance across multiple time periods: 1-month 1.86%, YTD 13.55%, 1-year 24.50%, 3-year 17.01%, 5-year 12.48%.

NWALX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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