NWEBX Mutual Fund

NWEBX Mutual Fund

NAV$7.73
See how much of NWEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
+1.54%
6 Months
+3.09%
YTD
+4.05%
1 Year
+9.91%
3 Years (annualized)
+8.37%
5 Years (annualized)
+3.32%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWEBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+6.99%
vs Peers
-2.94%

NWEBX Mutual Fund Performance

NWEBX performance across multiple time periods: 1-month -0.39%, YTD 4.05%, 1-year 9.91%, 3-year 8.37%, 5-year 3.32%, 10-year 5.06%.

NWEBX 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.

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