NWWUX Mutual Fund

NWWUX Mutual Fund

NAV$14.33
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Returns Overview

1 Month
-1.43%
3 Months
+1.32%
6 Months
+14.66%
YTD
+11.71%
1 Year
+15.99%
3 Years (annualized)
+18.00%
5 Years (annualized)
+8.99%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWUX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+7.09%
vs Peers
+4.63%

NWWUX Mutual Fund Performance

NWWUX performance across multiple time periods: 1-month -1.43%, YTD 11.71%, 1-year 15.99%, 3-year 18.00%, 5-year 8.99%, 10-year 11.17%.

NWWUX 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.

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