Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NWAZX 0.10% 4.99% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 04/23/2025
More Performance Analytics Comparison
Name Start Date End Date
NWAZX 04/23/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.42 4.99 NA NA NA NA NA 0.10 5.53
Sharpe Ratio NA 0.44 NA NA NA NA NA -0.59 1.33
Standard Deviation(%) NA 4.01 NA NA NA NA NA 4.28 4.00
Draw Down(%) NA 2.91 NA NA NA NA NA 2.91 2.00
Yield(%) 0.00 4.41 1.71 1.03 0.51 0.34 0.26 1.78 3.32
Data as of 06/09/2026, Common starting date is 04/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWAZX (NWAZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWAZX (NWAZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return