NWHBX Mutual Fund

NAV$7.70
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Returns Overview

1 Month
-0.18%
3 Months
-0.94%
6 Months
+0.72%
YTD
+1.50%
1 Year
+6.70%
3 Years (annualized)
+2.24%
5 Years (annualized)
+4.81%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHBX 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

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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)
+1.50%
Peer Avg (YTD)
+2.69%
vs Peers
-1.19%

NWHBX Mutual Fund Performance

NWHBX performance across multiple time periods: 1-month -0.18%, YTD 1.50%, 1-year 6.70%, 3-year 2.24%, 5-year 4.81%, 10-year 4.51%.

NWHBX returns trail the peer average of 2.69% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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