NWWUX Mutual Fund

NWWUX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-0.31%
3 Months
+13.17%
6 Months
+11.04%
YTD
+10.26%
1 Year
+21.97%
3 Years (annualized)
+17.15%
5 Years (annualized)
+8.96%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWUX 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)
+10.26%
Peer Avg (YTD)
+7.64%
vs Peers
+2.62%

NWWUX Mutual Fund Performance

NWWUX performance across multiple time periods: 1-month -0.31%, YTD 10.26%, 1-year 21.97%, 3-year 17.15%, 5-year 8.96%, 10-year 11.33%.

NWWUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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