NWNBX Mutual Fund

NWNBX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
-1.65%
3 Months
+0.66%
6 Months
+12.62%
YTD
+9.75%
1 Year
+13.40%
3 Years (annualized)
+16.27%
5 Years (annualized)
+7.58%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWNBX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+7.09%
vs Peers
+2.66%

NWNBX Mutual Fund Performance

NWNBX performance across multiple time periods: 1-month -1.65%, YTD 9.75%, 1-year 13.40%, 3-year 16.27%, 5-year 7.58%, 10-year 9.82%.

NWNBX returns outperform 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.

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