NWHPX Mutual Fund

NWHPX Mutual Fund

NAV$19.47
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.56%
3 Months
-1.40%
6 Months
+9.41%
YTD
+13.00%
1 Year
+15.25%
3 Years (annualized)
+1.42%
5 Years (annualized)
+14.25%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+13.00%
Peer Avg (YTD)
+17.12%
vs Peers
-4.12%

NWHPX Mutual Fund Performance

NWHPX performance across multiple time periods: 1-month 0.56%, YTD 13.00%, 1-year 15.25%, 3-year 1.42%, 5-year 14.25%, 10-year 14.54%.

NWHPX returns trail the peer average of 17.12% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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