NWOSX Mutual Fund

NWOSX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
-0.33%
3 Months
+12.68%
6 Months
+10.39%
YTD
+9.79%
1 Year
+20.94%
3 Years (annualized)
+16.67%
5 Years (annualized)
+8.52%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWOSX 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)
+9.79%
Peer Avg (YTD)
+7.64%
vs Peers
+2.15%

NWOSX Mutual Fund Performance

NWOSX performance across multiple time periods: 1-month -0.33%, YTD 9.79%, 1-year 20.94%, 3-year 16.67%, 5-year 8.52%, 10-year 10.85%.

NWOSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

NWOSX performance comparison shows side-by-side returns with another fund. NWOSX alternatives are available in the Mutual Fund Screener.