NWBIX Mutual Fund

NWBIX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
-1.92%
3 Months
-0.69%
6 Months
+6.77%
YTD
+4.83%
1 Year
+0.70%
3 Years (annualized)
+2.62%
5 Years (annualized)
-2.70%
10 Years (annualized)
-0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWBIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+7.09%
vs Peers
-2.26%

NWBIX Mutual Fund Performance

NWBIX performance across multiple time periods: 1-month -1.92%, YTD 4.83%, 1-year 0.70%, 3-year 2.62%, 5-year -2.70%, 10-year -0.63%.

NWBIX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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