NWHDX Mutual Fund

NWHDX Mutual Fund

NAV$17.56
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Returns Overview

1 Month
+2.25%
3 Months
-3.20%
6 Months
+2.92%
YTD
+18.22%
1 Year
+23.66%
3 Years (annualized)
+20.31%
5 Years (annualized)
+7.91%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHDX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.22%
Peer Avg (YTD)
+12.21%
vs Peers
+6.01%

NWHDX Mutual Fund Performance

NWHDX performance across multiple time periods: 1-month 2.25%, YTD 18.22%, 1-year 23.66%, 3-year 20.31%, 5-year 7.91%, 10-year 9.83%.

NWHDX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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