NWMSX Mutual Fund

NWMSX Mutual Fund

NAV$10.32
See how much of NWMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.86%
3 Months
-0.47%
6 Months
+2.75%
YTD
+8.05%
1 Year
+9.99%
3 Years (annualized)
+16.52%
5 Years (annualized)
+6.27%
10 Years (annualized)
+9.43%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+14.77%
vs Peers
-6.72%

NWMSX Mutual Fund Performance

NWMSX performance across multiple time periods: 1-month -0.86%, YTD 8.05%, 1-year 9.99%, 3-year 16.52%, 5-year 6.27%, 10-year 9.43%.

NWMSX returns trail the peer average of 14.77% 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.