NWHLX Mutual Fund

NWHLX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
+1.08%
3 Months
+5.95%
6 Months
+9.54%
YTD
+16.23%
1 Year
+31.44%
3 Years (annualized)
+20.16%
5 Years (annualized)
+11.51%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHLX 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)
+16.23%
Peer Avg (YTD)
+11.12%
vs Peers
+5.11%

NWHLX Mutual Fund Performance

NWHLX performance across multiple time periods: 1-month 1.08%, YTD 16.23%, 1-year 31.44%, 3-year 20.16%, 5-year 11.51%, 10-year 9.35%.

NWHLX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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