NWASX Mutual Fund

NWASX Mutual Fund

NAV$15.35
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Returns Overview

1 Month
-1.47%
3 Months
-0.54%
6 Months
+3.59%
YTD
+10.09%
1 Year
+12.57%
3 Years (annualized)
+20.31%
5 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWASX 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 Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+14.77%
vs Peers
-4.68%

NWASX Mutual Fund Performance

NWASX performance across multiple time periods: 1-month -1.47%, YTD 10.09%, 1-year 12.57%, 3-year 20.31%, 5-year 8.49%.

NWASX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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