NWISX Mutual Fund

NAV$9.01

Returns Overview

1 Month
-0.15%
3 Months
+7.96%
6 Months
+6.44%
YTD
+6.06%
1 Year
+13.85%
3 Years (annualized)
+11.92%
5 Years (annualized)
+5.47%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWISX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+7.64%
vs Peers
-1.58%

NWISX Mutual Fund Performance

NWISX performance across multiple time periods: 1-month -0.15%, YTD 6.06%, 1-year 13.85%, 3-year 11.92%, 5-year 5.47%, 10-year 8.03%.

NWISX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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