NWHMX Mutual Fund

NWHMX Mutual Fund

NAV$13.48
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Returns Overview

1 Month
+1.08%
3 Months
+6.04%
6 Months
+9.55%
YTD
+16.34%
1 Year
+31.45%
3 Years (annualized)
+20.14%
5 Years (annualized)
+11.49%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHMX 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)
+16.34%
Peer Avg (YTD)
+11.12%
vs Peers
+5.22%

NWHMX Mutual Fund Performance

NWHMX performance across multiple time periods: 1-month 1.08%, YTD 16.34%, 1-year 31.45%, 3-year 20.14%, 5-year 11.49%, 10-year 9.34%.

NWHMX 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.

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