NWOBX Mutual Fund

NWOBX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+0.20%
3 Months
+3.72%
6 Months
+7.68%
YTD
+9.71%
1 Year
+19.81%
3 Years (annualized)
+14.94%
5 Years (annualized)
+7.92%
10 Years (annualized)
+9.92%

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
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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+6.99%
vs Peers
+2.72%

NWOBX Mutual Fund Performance

NWOBX performance across multiple time periods: 1-month 0.20%, YTD 9.71%, 1-year 19.81%, 3-year 14.94%, 5-year 7.92%, 10-year 9.92%.

NWOBX returns outperform the peer average of 6.99% 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.