NWWUX Mutual Fund

NWWUX Mutual Fund

NAV$14.50
See how much of NWWUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.36%
3 Months
+4.18%
6 Months
+8.44%
YTD
+10.65%
1 Year
+21.53%
3 Years (annualized)
+16.26%
5 Years (annualized)
+9.07%
10 Years (annualized)
+10.96%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+10.65%
Peer Avg (YTD)
+6.99%
vs Peers
+3.66%

NWWUX Mutual Fund Performance

NWWUX performance across multiple time periods: 1-month 0.36%, YTD 10.65%, 1-year 21.53%, 3-year 16.26%, 5-year 9.07%, 10-year 10.96%.

NWWUX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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