NWWTX Mutual Fund

NWWTX Mutual Fund

NAV$14.20
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Returns Overview

1 Month
-0.43%
3 Months
+12.93%
6 Months
+10.58%
YTD
+9.87%
1 Year
+20.96%
3 Years (annualized)
+16.20%
5 Years (annualized)
+8.10%
10 Years (annualized)
+10.50%

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)
+9.87%
Peer Avg (YTD)
+7.64%
vs Peers
+2.23%

NWWTX Mutual Fund Performance

NWWTX performance across multiple time periods: 1-month -0.43%, YTD 9.87%, 1-year 20.96%, 3-year 16.20%, 5-year 8.10%, 10-year 10.50%.

NWWTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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