NWHOX Mutual Fund

NWHOX Mutual Fund

NAV$29.59
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Returns Overview

1 Month
-9.51%
3 Months
+1.74%
6 Months
+12.50%
YTD
+15.60%
1 Year
+9.14%
3 Years (annualized)
+28.03%
5 Years (annualized)
+11.85%
10 Years (annualized)
+19.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHOX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+15.60%
Peer Avg (YTD)
+11.26%
vs Peers
+4.34%

NWHOX Mutual Fund Performance

NWHOX performance across multiple time periods: 1-month -9.51%, YTD 15.60%, 1-year 9.14%, 3-year 28.03%, 5-year 11.85%, 10-year 19.32%.

NWHOX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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