NWMDX Mutual Fund

NWMDX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
+1.98%
3 Months
+3.20%
6 Months
+6.46%
YTD
+8.28%
1 Year
+17.41%
3 Years (annualized)
+13.53%
5 Years (annualized)
+6.90%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWMDX 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
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.28%
Peer Avg (YTD)
+6.99%
vs Peers
+1.28%

NWMDX Mutual Fund Performance

NWMDX performance across multiple time periods: 1-month 1.98%, YTD 8.28%, 1-year 17.41%, 3-year 13.53%, 5-year 6.90%, 10-year 9.02%.

NWMDX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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