NWHAX Mutual Fund

NAV$7.75

Returns Overview

1 Month
-0.18%
3 Months
-0.86%
6 Months
+0.85%
YTD
+1.49%
1 Year
+7.03%
3 Years (annualized)
+2.47%
5 Years (annualized)
+5.05%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHAX 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
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+2.69%
vs Peers
-1.20%

NWHAX Mutual Fund Performance

NWHAX performance across multiple time periods: 1-month -0.18%, YTD 1.49%, 1-year 7.03%, 3-year 2.47%, 5-year 5.05%, 10-year 4.78%.

NWHAX returns trail the peer average of 2.69% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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