NWMHX Mutual Fund

NWMHX Mutual Fund

NAV$10.37
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Returns Overview

1 Month
-0.76%
3 Months
-0.40%
6 Months
+2.96%
YTD
+8.30%
1 Year
+10.30%
3 Years (annualized)
+16.86%
5 Years (annualized)
+6.57%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWMHX 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
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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)
+8.30%
Peer Avg (YTD)
+6.70%
vs Peers
+1.60%

NWMHX Mutual Fund Performance

NWMHX performance across multiple time periods: 1-month -0.76%, YTD 8.30%, 1-year 10.30%, 3-year 16.86%, 5-year 6.57%, 10-year 9.65%.

NWMHX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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