NWAVX Mutual Fund

NAV$14.88

Returns Overview

1 Month
+3.78%
3 Months
+7.54%
6 Months
+4.12%
YTD
+3.93%
1 Year
-7.00%
3 Years
+14.70%
5 Years
+12.93%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would NWAVX 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)
+3.93%
Peer Avg (YTD)
+0.87%
vs Peers
+3.06%

NWAVX Mutual Fund Performance

NWAVX performance across multiple time periods: 1-month 3.78%, YTD 3.93%, 1-year -7.00%, 3-year 14.70%, 5-year 12.93%.

NWAVX returns outperform the peer average of 0.87% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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