NWMHX Mutual Fund

NWMHX Mutual Fund

NAV$10.78
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Returns Overview

1 Month
+0.10%
3 Months
+3.37%
6 Months
+6.86%
YTD
+8.74%
1 Year
+18.25%
3 Years (annualized)
+14.36%
5 Years (annualized)
+7.70%
10 Years (annualized)
+9.84%

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)
+8.74%
Peer Avg (YTD)
+6.99%
vs Peers
+1.74%

NWMHX Mutual Fund Performance

NWMHX performance across multiple time periods: 1-month 0.10%, YTD 8.74%, 1-year 18.25%, 3-year 14.36%, 5-year 7.70%, 10-year 9.84%.

NWMHX returns outperform the peer average of 6.99% 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.