NWHIX Mutual Fund

NAV$7.84
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Returns Overview

1 Month
-0.05%
3 Months
-0.71%
6 Months
+0.99%
YTD
+1.60%
1 Year
+7.48%
3 Years (annualized)
+2.95%
5 Years (annualized)
+5.56%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHIX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+2.69%
vs Peers
-1.08%

NWHIX Mutual Fund Performance

NWHIX performance across multiple time periods: 1-month -0.05%, YTD 1.60%, 1-year 7.48%, 3-year 2.95%, 5-year 5.56%, 10-year 5.27%.

NWHIX returns trail the peer average of 2.69% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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