NWWRX Mutual Fund

NWWRX Mutual Fund

NAV$14.31
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Returns Overview

1 Month
+0.36%
3 Months
+4.01%
6 Months
+8.19%
YTD
+10.41%
1 Year
+20.95%
3 Years (annualized)
+15.37%
5 Years (annualized)
+8.35%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWRX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+6.99%
vs Peers
+3.42%

NWWRX Mutual Fund Performance

NWWRX performance across multiple time periods: 1-month 0.36%, YTD 10.41%, 1-year 20.95%, 3-year 15.37%, 5-year 8.35%, 10-year 10.31%.

NWWRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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