NWMIX Mutual Fund

NAV$10.01

Returns Overview

1 Month
+0.79%
3 Months
+1.02%
6 Months
-0.91%
YTD
-0.01%
1 Year
+0.28%
3 Years (annualized)
+2.00%
5 Years (annualized)
+0.43%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWMIX 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
PROUpgrade to run

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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
-1.17%
vs Peers
+1.16%

NWMIX Mutual Fund Performance

NWMIX performance across multiple time periods: 1-month 0.79%, YTD -0.01%, 1-year 0.28%, 3-year 2.00%, 5-year 0.43%, 10-year 1.80%.

NWMIX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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