NWWLX Mutual Fund

NWWLX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
+0.88%
3 Months
-0.29%
6 Months
+0.19%
YTD
+3.57%
1 Year
+6.45%
3 Years (annualized)
+2.36%
5 Years (annualized)
-1.44%
10 Years (annualized)
+0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWLX 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
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🏦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 CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+3.78%
vs Peers
-0.21%

NWWLX Mutual Fund Performance

NWWLX performance across multiple time periods: 1-month 0.88%, YTD 3.57%, 1-year 6.45%, 3-year 2.36%, 5-year -1.44%, 10-year 0.05%.

NWWLX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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