NWHHX Mutual Fund

NWHHX Mutual Fund

NAV$18.79
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Returns Overview

1 Month
+6.48%
3 Months
+17.82%
6 Months
+24.67%
YTD
+24.42%
1 Year
+39.75%
3 Years (annualized)
+20.14%
5 Years (annualized)
+10.17%
10 Years (annualized)
+10.89%

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)
+24.42%
Peer Avg (YTD)
+18.52%
vs Peers
+5.90%

NWHHX Mutual Fund Performance

NWHHX performance across multiple time periods: 1-month 6.48%, YTD 24.42%, 1-year 39.75%, 3-year 20.14%, 5-year 10.17%, 10-year 10.89%.

NWHHX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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