NWLBX Mutual Fund

NWLBX Mutual Fund

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Returns Overview

1 Month
-1.79%
3 Months
-0.20%
6 Months
+9.15%
YTD
+6.80%
1 Year
+1.85%
3 Years (annualized)
+3.70%
5 Years (annualized)
-1.86%
10 Years (annualized)
+0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWLBX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+7.09%
vs Peers
-0.29%

NWLBX Mutual Fund Performance

NWLBX performance across multiple time periods: 1-month -1.79%, YTD 6.80%, 1-year 1.85%, 3-year 3.70%, 5-year -1.86%, 10-year 0.11%.

NWLBX 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.

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