NWHGX Mutual Fund

NWHGX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
+2.23%
3 Months
-3.09%
6 Months
+3.04%
YTD
+18.52%
1 Year
+24.01%
3 Years (annualized)
+20.65%
5 Years (annualized)
+8.25%
10 Years (annualized)
+10.18%

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
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)
+18.52%
Peer Avg (YTD)
+12.21%
vs Peers
+6.31%

NWHGX Mutual Fund Performance

NWHGX performance across multiple time periods: 1-month 2.23%, YTD 18.52%, 1-year 24.01%, 3-year 20.65%, 5-year 8.25%, 10-year 10.18%.

NWHGX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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