NWHDX Mutual Fund

NWHDX Mutual Fund

NAV$18.60
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Returns Overview

1 Month
-1.77%
3 Months
+6.32%
6 Months
+15.80%
YTD
+22.12%
1 Year
+37.30%
3 Years (annualized)
+16.55%
5 Years (annualized)
+10.00%
10 Years (annualized)
+9.94%

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
PROUpgrade to run
🏦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)
+22.12%
Peer Avg (YTD)
+15.31%
vs Peers
+6.81%

NWHDX Mutual Fund Performance

NWHDX performance across multiple time periods: 1-month -1.77%, YTD 22.12%, 1-year 37.30%, 3-year 16.55%, 5-year 10.00%, 10-year 9.94%.

NWHDX returns outperform the peer average of 15.31% 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.