NWWTX Mutual Fund

NWWTX Mutual Fund

NAV$14.26
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Returns Overview

1 Month
+0.29%
3 Months
+3.91%
6 Months
+8.04%
YTD
+10.19%
1 Year
+20.54%
3 Years (annualized)
+15.38%
5 Years (annualized)
+8.25%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWTX 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)
+10.19%
Peer Avg (YTD)
+6.99%
vs Peers
+3.20%

NWWTX Mutual Fund Performance

NWWTX performance across multiple time periods: 1-month 0.29%, YTD 10.19%, 1-year 20.54%, 3-year 15.38%, 5-year 8.25%, 10-year 10.12%.

NWWTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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