NWIFX Mutual Fund

NWIFX Mutual Fund

NAV$21.36
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Returns Overview

3 Months
-5.42%
6 Months
-9.89%
YTD
+1.26%
1 Year
+0.53%
3 Years (annualized)
-2.67%
5 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWIFX 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
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📉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
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
-1.90%
vs Peers
+3.16%

NWIFX Mutual Fund Performance

NWIFX performance across multiple time periods: YTD 1.26%, 1-year 0.53%, 3-year -2.67%, 5-year 2.93%.

NWIFX returns outperform the peer average of -1.90% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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