NWFAX Mutual Fund

NAV$31.76

Returns Overview

1 Month
-0.17%
3 Months
+12.94%
6 Months
+6.23%
YTD
+5.97%
1 Year
+14.61%
3 Years (annualized)
+15.72%
5 Years (annualized)
+9.54%
10 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWFAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+9.51%
vs Peers
-3.54%

NWFAX Mutual Fund Performance

NWFAX performance across multiple time periods: 1-month -0.17%, YTD 5.97%, 1-year 14.61%, 3-year 15.72%, 5-year 9.54%, 10-year 13.33%.

NWFAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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