NWIBX Mutual Fund

NAV$8.15

Returns Overview

1 Month
+0.46%
3 Months
+0.01%
6 Months
+0.25%
YTD
+0.46%
1 Year
+2.10%
3 Years (annualized)
-2.11%
5 Years (annualized)
-0.85%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWIBX 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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+4.45%
vs Peers
-3.99%

NWIBX Mutual Fund Performance

NWIBX performance across multiple time periods: 1-month 0.46%, YTD 0.46%, 1-year 2.10%, 3-year -2.11%, 5-year -0.85%, 10-year 1.26%.

NWIBX returns trail the peer average of 4.45% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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