NWIIX Mutual Fund

NWIIX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-1.80%
3 Months
-0.49%
6 Months
+7.41%
YTD
+5.73%
1 Year
+8.51%
3 Years (annualized)
+14.27%
5 Years (annualized)
+6.49%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWIIX 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)
+5.73%
Peer Avg (YTD)
+7.09%
vs Peers
-1.35%

NWIIX Mutual Fund Performance

NWIIX performance across multiple time periods: 1-month -1.80%, YTD 5.73%, 1-year 8.51%, 3-year 14.27%, 5-year 6.49%, 10-year 8.56%.

NWIIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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