NWEIX Mutual Fund

NWEIX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
-0.38%
3 Months
+1.58%
6 Months
+3.31%
YTD
+4.40%
1 Year
+10.63%
3 Years (annualized)
+9.12%
5 Years (annualized)
+4.08%
10 Years (annualized)
+5.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWEIX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+6.99%
vs Peers
-2.59%

NWEIX Mutual Fund Performance

NWEIX performance across multiple time periods: 1-month -0.38%, YTD 4.40%, 1-year 10.63%, 3-year 9.12%, 5-year 4.08%, 10-year 5.87%.

NWEIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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