NWWKX Mutual Fund

NWWKX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
-0.38%
3 Months
+1.71%
6 Months
+3.76%
YTD
+5.11%
1 Year
+11.60%
3 Years (annualized)
+9.11%
5 Years (annualized)
+4.21%
10 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWKX 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 Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+3.39%
vs Peers
+1.72%

NWWKX Mutual Fund Performance

NWWKX performance across multiple time periods: 1-month -0.38%, YTD 5.11%, 1-year 11.60%, 3-year 9.11%, 5-year 4.21%, 10-year 5.78%.

NWWKX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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