NWWIX Mutual Fund

NAV$10.79
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.19%
3 Months
+11.04%
6 Months
+10.46%
YTD
+9.77%
1 Year
+20.26%
3 Years (annualized)
+15.53%
5 Years (annualized)
+7.88%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+5.87%
vs Peers
+3.91%

NWWIX Mutual Fund Performance

NWWIX performance across multiple time periods: 1-month 0.19%, YTD 9.77%, 1-year 20.26%, 3-year 15.53%, 5-year 7.88%, 10-year 10.10%.

NWWIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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