NWLSX Mutual Fund

NWLSX Mutual Fund

NAV$10.32
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Returns Overview

1 Month
-0.10%
3 Months
+2.80%
6 Months
+5.69%
YTD
+7.25%
1 Year
+15.78%
3 Years (annualized)
+12.63%
5 Years (annualized)
+6.37%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWLSX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+6.99%
vs Peers
+0.26%

NWLSX Mutual Fund Performance

NWLSX performance across multiple time periods: 1-month -0.10%, YTD 7.25%, 1-year 15.78%, 3-year 12.63%, 5-year 6.37%, 10-year 8.64%.

NWLSX returns outperform 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.

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