NWHKX Mutual Fund

NWHKX Mutual Fund

NAV$8.79
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Returns Overview

6 Months
+1.04%
YTD
+1.98%
1 Year
+6.62%
3 Years (annualized)
+0.40%
5 Years (annualized)
+4.58%
10 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHKX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+7.39%
vs Peers
-5.42%

NWHKX Mutual Fund Performance

NWHKX performance across multiple time periods: YTD 1.98%, 1-year 6.62%, 3-year 0.40%, 5-year 4.58%, 10-year 2.32%.

NWHKX returns trail the peer average of 7.39% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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