NWHLX Mutual Fund

NWHLX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
-1.85%
3 Months
-2.81%
6 Months
+2.98%
YTD
+11.80%
1 Year
+17.49%
3 Years (annualized)
+22.84%
5 Years (annualized)
+10.81%
10 Years (annualized)
+9.09%

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)
+11.80%
Peer Avg (YTD)
+10.38%
vs Peers
+1.41%

NWHLX Mutual Fund Performance

NWHLX performance across multiple time periods: 1-month -1.85%, YTD 11.80%, 1-year 17.49%, 3-year 22.84%, 5-year 10.81%, 10-year 9.09%.

NWHLX returns outperform the peer average of 10.38% 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.