NWWKX Mutual Fund

NWWKX Mutual Fund

NAV$10.45
See how much of NWWKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.24%
3 Months
+0.57%
6 Months
+2.71%
YTD
+6.73%
1 Year
+10.95%
3 Years (annualized)
+3.25%
5 Years (annualized)
-0.97%
10 Years (annualized)
+0.25%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+3.78%
vs Peers
+2.95%

NWWKX Mutual Fund Performance

NWWKX performance across multiple time periods: 1-month 1.24%, YTD 6.73%, 1-year 10.95%, 3-year 3.25%, 5-year -0.97%, 10-year 0.25%.

NWWKX returns outperform the peer average of 3.78% 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.