NWWLX Mutual Fund

NWWLX Mutual Fund

NAV$10.15
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Returns Overview

1 Month
-1.96%
3 Months
-1.77%
6 Months
+1.98%
YTD
+1.34%
1 Year
+3.20%
3 Years (annualized)
+2.36%
5 Years (annualized)
-1.44%
10 Years (annualized)
+0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWLX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+2.46%
vs Peers
-1.12%

NWWLX Mutual Fund Performance

NWWLX performance across multiple time periods: 1-month -1.96%, YTD 1.34%, 1-year 3.20%, 3-year 2.36%, 5-year -1.44%, 10-year 0.05%.

NWWLX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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