NWAMX Mutual Fund

NWAMX Mutual Fund

NAV$42.71
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Returns Overview

1 Month
+4.23%
3 Months
+2.01%
6 Months
+9.31%
YTD
+17.94%
1 Year
+24.02%
3 Years (annualized)
+20.31%
5 Years (annualized)
+12.11%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWAMX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.94%
Peer Avg (YTD)
+12.44%
vs Peers
+5.50%

NWAMX Mutual Fund Performance

NWAMX performance across multiple time periods: 1-month 4.23%, YTD 17.94%, 1-year 24.02%, 3-year 20.31%, 5-year 12.11%, 10-year 12.27%.

NWAMX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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