NWHOX Mutual Fund

NWHOX Mutual Fund

NAV$33.11
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Returns Overview

1 Month
+3.85%
3 Months
+40.93%
6 Months
+24.77%
YTD
+24.59%
1 Year
+32.77%
3 Years (annualized)
+31.18%
5 Years (annualized)
+15.69%
10 Years (annualized)
+22.00%

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)
+24.59%
Peer Avg (YTD)
+16.06%
vs Peers
+8.52%

NWHOX Mutual Fund Performance

NWHOX performance across multiple time periods: 1-month 3.85%, YTD 24.59%, 1-year 32.77%, 3-year 31.18%, 5-year 15.69%, 10-year 22.00%.

NWHOX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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