NWIAX Mutual Fund

NWIAX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-1.83%
3 Months
-0.50%
6 Months
+7.26%
YTD
+5.30%
1 Year
+8.09%
3 Years (annualized)
+12.09%
5 Years (annualized)
+5.06%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWIAX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+7.09%
vs Peers
-1.78%

NWIAX Mutual Fund Performance

NWIAX performance across multiple time periods: 1-month -1.83%, YTD 5.30%, 1-year 8.09%, 3-year 12.09%, 5-year 5.06%, 10-year 7.58%.

NWIAX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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