NWOBX Mutual Fund

NWOBX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+2.33%
3 Months
+2.17%
6 Months
+8.88%
YTD
+12.27%
1 Year
+19.41%
3 Years (annualized)
+16.90%
5 Years (annualized)
+7.99%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWOBX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+8.76%
vs Peers
+3.51%

NWOBX Mutual Fund Performance

NWOBX performance across multiple time periods: 1-month 2.33%, YTD 12.27%, 1-year 19.41%, 3-year 16.90%, 5-year 7.99%, 10-year 10.14%.

NWOBX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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