NWNIX Mutual Fund

NWNIX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
-0.30%
3 Months
+12.09%
6 Months
+10.01%
YTD
+9.47%
1 Year
+20.35%
3 Years (annualized)
+16.41%
5 Years (annualized)
+8.42%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWNIX 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
PROUpgrade to run
🏦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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+7.64%
vs Peers
+1.83%

NWNIX Mutual Fund Performance

NWNIX performance across multiple time periods: 1-month -0.30%, YTD 9.47%, 1-year 20.35%, 3-year 16.41%, 5-year 8.42%, 10-year 10.83%.

NWNIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

NWNIX performance comparison shows side-by-side returns with another fund. NWNIX alternatives are available in the Mutual Fund Screener.