NWLAX Mutual Fund

NAV$10.28

Returns Overview

1 Month
-0.29%
3 Months
+9.55%
6 Months
+7.73%
YTD
+7.27%
1 Year
+16.06%
3 Years (annualized)
+13.32%
5 Years (annualized)
+6.29%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWLAX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+7.64%
vs Peers
-0.37%

NWLAX Mutual Fund Performance

NWLAX performance across multiple time periods: 1-month -0.29%, YTD 7.27%, 1-year 16.06%, 3-year 13.32%, 5-year 6.29%, 10-year 8.76%.

NWLAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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