NWHHX Mutual Fund

NWHHX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
-1.75%
3 Months
+6.35%
6 Months
+15.85%
YTD
+22.25%
1 Year
+37.68%
3 Years (annualized)
+17.27%
5 Years (annualized)
+10.54%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHHX 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)
+22.25%
Peer Avg (YTD)
+15.31%
vs Peers
+6.94%

NWHHX Mutual Fund Performance

NWHHX performance across multiple time periods: 1-month -1.75%, YTD 22.25%, 1-year 37.68%, 3-year 17.27%, 5-year 10.54%, 10-year 10.34%.

NWHHX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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