NWWKX Mutual Fund

NAV$10.59

Returns Overview

1 Month
+0.16%
3 Months
+6.42%
6 Months
+5.82%
YTD
+5.51%
1 Year
+12.25%
3 Years (annualized)
+9.78%
5 Years (annualized)
+4.45%
10 Years (annualized)
+6.02%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+4.14%
vs Peers
+1.36%

NWWKX Mutual Fund Performance

NWWKX performance across multiple time periods: 1-month 0.16%, YTD 5.51%, 1-year 12.25%, 3-year 9.78%, 5-year 4.45%, 10-year 6.02%.

NWWKX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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