NWMSX Mutual Fund

NAV$10.69

Returns Overview

1 Month
-0.22%
3 Months
+11.01%
6 Months
+9.12%
YTD
+8.55%
1 Year
+18.58%
3 Years (annualized)
+14.20%
5 Years (annualized)
+7.01%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWMSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+7.64%
vs Peers
+0.91%

NWMSX Mutual Fund Performance

NWMSX performance across multiple time periods: 1-month -0.22%, YTD 8.55%, 1-year 18.58%, 3-year 14.20%, 5-year 7.01%, 10-year 9.69%.

NWMSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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