NWHEX Mutual Fund

NAV$13.48

Returns Overview

1 Month
+0.38%
3 Months
-0.30%
6 Months
-5.48%
YTD
-4.02%
1 Year
+7.89%
3 Years (annualized)
-0.36%
5 Years (annualized)
+7.47%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
-4.02%
Peer Avg (YTD)
+3.64%
vs Peers
-7.66%

NWHEX Mutual Fund Performance

NWHEX performance across multiple time periods: 1-month 0.38%, YTD -4.02%, 1-year 7.89%, 3-year -0.36%, 5-year 7.47%, 10-year 4.92%.

NWHEX returns trail the peer average of 3.64% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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