NWHLX Mutual Fund

NWHLX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
+1.67%
3 Months
+3.60%
6 Months
+5.07%
YTD
+18.18%
1 Year
+28.32%
3 Years (annualized)
+22.23%
5 Years (annualized)
+11.55%
10 Years (annualized)
+9.56%

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)
+18.18%
Peer Avg (YTD)
+12.12%
vs Peers
+6.06%

NWHLX Mutual Fund Performance

NWHLX performance across multiple time periods: 1-month 1.67%, YTD 18.18%, 1-year 28.32%, 3-year 22.23%, 5-year 11.55%, 10-year 9.56%.

NWHLX returns outperform the peer average of 12.12% 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.