NWOIX Mutual Fund

NWOIX Mutual Fund

NAV$10.44
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Returns Overview

1 Month
-1.51%
3 Months
+1.09%
6 Months
+14.00%
YTD
+11.17%
1 Year
+15.25%
3 Years (annualized)
+17.78%
5 Years (annualized)
+8.79%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWOIX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+7.09%
vs Peers
+4.09%

NWOIX Mutual Fund Performance

NWOIX performance across multiple time periods: 1-month -1.51%, YTD 11.17%, 1-year 15.25%, 3-year 17.78%, 5-year 8.79%, 10-year 10.87%.

NWOIX returns outperform 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.

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