NWOIX Mutual Fund

NWOIX Mutual Fund

NAV$10.40
See how much of NWOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
+3.97%
6 Months
+8.10%
YTD
+10.30%
1 Year
+20.78%
3 Years (annualized)
+15.84%
5 Years (annualized)
+8.73%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWOIX 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
PROUpgrade to run

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)
+10.30%
Peer Avg (YTD)
+6.99%
vs Peers
+3.31%

NWOIX Mutual Fund Performance

NWOIX performance across multiple time periods: 1-month 0.29%, YTD 10.30%, 1-year 20.78%, 3-year 15.84%, 5-year 8.73%, 10-year 10.70%.

NWOIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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