NWISX Mutual Fund

NWISX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
+1.58%
3 Months
+0.90%
6 Months
+4.41%
YTD
+7.02%
1 Year
+4.77%
3 Years (annualized)
+2.82%
5 Years (annualized)
-2.59%
10 Years (annualized)
-0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWISX 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)
+7.02%
Peer Avg (YTD)
+8.76%
vs Peers
-1.74%

NWISX Mutual Fund Performance

NWISX performance across multiple time periods: 1-month 1.58%, YTD 7.02%, 1-year 4.77%, 3-year 2.82%, 5-year -2.59%, 10-year -0.53%.

NWISX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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