NWISX Mutual Fund

NWISX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-0.23%
3 Months
+2.14%
6 Months
+4.45%
YTD
+5.82%
1 Year
+13.19%
3 Years (annualized)
+11.08%
5 Years (annualized)
+5.27%
10 Years (annualized)
+7.67%

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)
+5.82%
Peer Avg (YTD)
+6.99%
vs Peers
-1.18%

NWISX Mutual Fund Performance

NWISX performance across multiple time periods: 1-month -0.23%, YTD 5.82%, 1-year 13.19%, 3-year 11.08%, 5-year 5.27%, 10-year 7.67%.

NWISX returns trail the peer average of 6.99% 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.