NWEBX Mutual Fund

NAV$7.86

Returns Overview

1 Month
-0.16%
3 Months
+6.08%
6 Months
+4.59%
YTD
+4.45%
1 Year
+10.48%
3 Years (annualized)
+8.90%
5 Years (annualized)
+3.60%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWEBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+7.64%
vs Peers
-3.19%

NWEBX Mutual Fund Performance

NWEBX performance across multiple time periods: 1-month -0.16%, YTD 4.45%, 1-year 10.48%, 3-year 8.90%, 5-year 3.60%, 10-year 5.33%.

NWEBX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

NWEBX performance comparison shows side-by-side returns with another fund. NWEBX alternatives are available in the Mutual Fund Screener.