NWWLX Mutual Fund

NWWLX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+0.89%
3 Months
-0.22%
6 Months
+0.48%
YTD
+2.24%
1 Year
+3.31%
3 Years (annualized)
+7.96%
5 Years (annualized)
+2.15%
10 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+3.02%
vs Peers
-0.77%

NWWLX Mutual Fund Performance

NWWLX performance across multiple time periods: 1-month 0.89%, YTD 2.24%, 1-year 3.31%, 3-year 7.96%, 5-year 2.15%, 10-year 3.74%.

NWWLX returns trail the peer average of 3.02% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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