NWWKX Mutual Fund

NWWKX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
-1.96%
3 Months
-1.12%
6 Months
+5.23%
YTD
+4.32%
1 Year
+6.96%
3 Years (annualized)
+3.25%
5 Years (annualized)
-0.97%
10 Years (annualized)
+0.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWKX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+2.46%
vs Peers
+1.86%

NWWKX Mutual Fund Performance

NWWKX performance across multiple time periods: 1-month -1.96%, YTD 4.32%, 1-year 6.96%, 3-year 3.25%, 5-year -0.97%, 10-year 0.25%.

NWWKX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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