NWMSX Mutual Fund

NWMSX Mutual Fund

NAV$10.67
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Returns Overview

3 Months
+3.23%
6 Months
+6.67%
YTD
+8.55%
1 Year
+17.84%
3 Years (annualized)
+13.09%
5 Years (annualized)
+6.88%
10 Years (annualized)
+9.31%

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
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🏦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)
+8.55%
Peer Avg (YTD)
+6.99%
vs Peers
+1.56%

NWMSX Mutual Fund Performance

NWMSX performance across multiple time periods: YTD 8.55%, 1-year 17.84%, 3-year 13.09%, 5-year 6.88%, 10-year 9.31%.

NWMSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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