NWIAX Mutual Fund

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Returns Overview

1 Month
-0.20%
3 Months
+7.80%
6 Months
+6.22%
YTD
+5.84%
1 Year
+13.50%
3 Years (annualized)
+11.62%
5 Years (annualized)
+5.24%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWIAX 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
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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 Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+7.64%
vs Peers
-1.80%

NWIAX Mutual Fund Performance

NWIAX performance across multiple time periods: 1-month -0.20%, YTD 5.84%, 1-year 13.50%, 3-year 11.62%, 5-year 5.24%, 10-year 7.79%.

NWIAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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