NWAUX Mutual Fund

NAV$14.85

Returns Overview

1 Month
+3.71%
3 Months
+7.36%
6 Months
+3.91%
YTD
+3.94%
1 Year
-7.38%
3 Years
+14.31%
5 Years
+12.52%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would NWAUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+0.87%
vs Peers
+3.07%

NWAUX Mutual Fund Performance

NWAUX performance across multiple time periods: 1-month 3.71%, YTD 3.94%, 1-year -7.38%, 3-year 14.31%, 5-year 12.52%.

NWAUX returns outperform the peer average of 0.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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