NWWIX Mutual Fund

NWWIX Mutual Fund

NAV$10.66
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Returns Overview

3 Months
+3.53%
6 Months
+7.54%
YTD
+9.77%
1 Year
+19.64%
3 Years (annualized)
+14.41%
5 Years (annualized)
+7.78%
10 Years (annualized)
+9.73%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+5.54%
vs Peers
+4.24%

NWWIX Mutual Fund Performance

NWWIX performance across multiple time periods: YTD 9.77%, 1-year 19.64%, 3-year 14.41%, 5-year 7.78%, 10-year 9.73%.

NWWIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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