NWBIX Mutual Fund

NWBIX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-0.23%
3 Months
+2.06%
6 Months
+4.27%
YTD
+5.53%
1 Year
+12.71%
3 Years (annualized)
+10.55%
5 Years (annualized)
+4.76%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWBIX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+6.99%
vs Peers
-1.47%

NWBIX Mutual Fund Performance

NWBIX performance across multiple time periods: 1-month -0.23%, YTD 5.53%, 1-year 12.71%, 3-year 10.55%, 5-year 4.76%, 10-year 7.17%.

NWBIX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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