NWWTX Mutual Fund

NWWTX Mutual Fund

NAV$14.08
See how much of NWWTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
+1.09%
6 Months
+14.15%
YTD
+11.07%
1 Year
+15.07%
3 Years (annualized)
+17.04%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWTX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+7.09%
vs Peers
+3.98%

NWWTX Mutual Fund Performance

NWWTX performance across multiple time periods: 1-month -1.55%, YTD 11.07%, 1-year 15.07%, 3-year 17.04%, 5-year 8.12%, 10-year 10.34%.

NWWTX 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.

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