NWHGX Mutual Fund

NWHGX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
+6.50%
3 Months
+17.83%
6 Months
+24.73%
YTD
+24.48%
1 Year
+39.80%
3 Years (annualized)
+20.17%
5 Years (annualized)
+10.20%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHGX 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)
+24.48%
Peer Avg (YTD)
+18.52%
vs Peers
+5.95%

NWHGX Mutual Fund Performance

NWHGX performance across multiple time periods: 1-month 6.50%, YTD 24.48%, 1-year 39.80%, 3-year 20.17%, 5-year 10.20%, 10-year 10.98%.

NWHGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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