NWWVX Mutual Fund

NWWVX Mutual Fund

NAV$14.41
See how much of NWWVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.36%
3 Months
+4.12%
6 Months
+8.32%
YTD
+10.53%
1 Year
+21.16%
3 Years (annualized)
+15.66%
5 Years (annualized)
+8.62%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWVX 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)
+10.53%
Peer Avg (YTD)
+6.99%
vs Peers
+3.54%

NWWVX Mutual Fund Performance

NWWVX performance across multiple time periods: 1-month 0.36%, YTD 10.53%, 1-year 21.16%, 3-year 15.66%, 5-year 8.62%, 10-year 10.67%.

NWWVX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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