NWOAX Mutual Fund

NWOAX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
+2.26%
3 Months
+1.96%
6 Months
+8.66%
YTD
+12.18%
1 Year
+19.62%
3 Years (annualized)
+7.07%
5 Years (annualized)
+0.31%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWOAX 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
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📉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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+12.18%
Peer Avg (YTD)
+8.76%
vs Peers
+3.42%

NWOAX Mutual Fund Performance

NWOAX performance across multiple time periods: 1-month 2.26%, YTD 12.18%, 1-year 19.62%, 3-year 7.07%, 5-year 0.31%, 10-year 2.05%.

NWOAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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