NWIAX Mutual Fund

NWIAX Mutual Fund

NAV$8.74
See how much of NWIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-0.28%
6 Months
+1.81%
YTD
+5.30%
1 Year
+6.75%
3 Years (annualized)
+13.63%
5 Years (annualized)
+4.66%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWIAX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+14.77%
vs Peers
-9.47%

NWIAX Mutual Fund Performance

NWIAX performance across multiple time periods: YTD 5.30%, 1-year 6.75%, 3-year 13.63%, 5-year 4.66%, 10-year 7.56%.

NWIAX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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