NWMAX Mutual Fund

NWMAX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
-0.87%
3 Months
-0.58%
6 Months
+2.61%
YTD
+7.80%
1 Year
+9.69%
3 Years (annualized)
+17.19%
5 Years (annualized)
+6.56%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWMAX 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)
+7.80%
Peer Avg (YTD)
+6.70%
vs Peers
+1.10%

NWMAX Mutual Fund Performance

NWMAX performance across multiple time periods: 1-month -0.87%, YTD 7.80%, 1-year 9.69%, 3-year 17.19%, 5-year 6.56%, 10-year 9.42%.

NWMAX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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