NWOIX Mutual Fund

NWOIX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
-1.35%
3 Months
-0.57%
6 Months
+3.37%
YTD
+9.67%
1 Year
+11.97%
3 Years (annualized)
+19.52%
5 Years (annualized)
+8.02%
10 Years (annualized)
+10.76%

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
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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)
+9.67%
Peer Avg (YTD)
+6.70%
vs Peers
+2.97%

NWOIX Mutual Fund Performance

NWOIX performance across multiple time periods: 1-month -1.35%, YTD 9.67%, 1-year 11.97%, 3-year 19.52%, 5-year 8.02%, 10-year 10.76%.

NWOIX returns outperform the peer average of 6.70% 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.