NWMHX Mutual Fund

NWMHX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
-0.25%
3 Months
+11.01%
6 Months
+9.20%
YTD
+8.63%
1 Year
+18.75%
3 Years (annualized)
+14.50%
5 Years (annualized)
+7.28%
10 Years (annualized)
+9.90%

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)
+8.63%
Peer Avg (YTD)
+7.64%
vs Peers
+0.99%

NWMHX Mutual Fund Performance

NWMHX performance across multiple time periods: 1-month -0.25%, YTD 8.63%, 1-year 18.75%, 3-year 14.50%, 5-year 7.28%, 10-year 9.90%.

NWMHX returns outperform the peer average of 7.64% 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.