NWMAX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-0.37%
3 Months
+10.87%
6 Months
+8.89%
YTD
+8.32%
1 Year
+18.19%
3 Years (annualized)
+13.86%
5 Years (annualized)
+6.75%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWMAX 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

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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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+7.64%
vs Peers
+0.68%

NWMAX Mutual Fund Performance

NWMAX performance across multiple time periods: 1-month -0.37%, YTD 8.32%, 1-year 18.19%, 3-year 13.86%, 5-year 6.75%, 10-year 9.35%.

NWMAX returns outperform 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.

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