NWLIX Mutual Fund

NAV$10.43

Returns Overview

1 Month
-0.17%
3 Months
+9.75%
6 Months
+8.08%
YTD
+7.63%
1 Year
+16.72%
3 Years (annualized)
+13.94%
5 Years (annualized)
+6.81%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWLIX 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)
+7.63%
Peer Avg (YTD)
+7.64%
vs Peers
-0.01%

NWLIX Mutual Fund Performance

NWLIX performance across multiple time periods: 1-month -0.17%, YTD 7.63%, 1-year 16.72%, 3-year 13.94%, 5-year 6.81%, 10-year 9.29%.

NWLIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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