NWIIX Mutual Fund

NWIIX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-0.22%
3 Months
+2.19%
6 Months
+4.66%
YTD
+6.01%
1 Year
+13.47%
3 Years (annualized)
+11.38%
5 Years (annualized)
+5.53%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWIIX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+6.99%
vs Peers
-0.98%

NWIIX Mutual Fund Performance

NWIIX performance across multiple time periods: 1-month -0.22%, YTD 6.01%, 1-year 13.47%, 3-year 11.38%, 5-year 5.53%, 10-year 7.97%.

NWIIX 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.

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