NWHQX Mutual Fund

NWHQX Mutual Fund

NAV$42.12
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Returns Overview

1 Month
+5.66%
3 Months
+0.08%
6 Months
+27.80%
YTD
+20.22%
1 Year
+25.92%
3 Years (annualized)
+26.82%
5 Years (annualized)
+12.95%
10 Years (annualized)
+20.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHQX 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)
+20.22%
Peer Avg (YTD)
+14.35%
vs Peers
+5.87%

NWHQX Mutual Fund Performance

NWHQX performance across multiple time periods: 1-month 5.66%, YTD 20.22%, 1-year 25.92%, 3-year 26.82%, 5-year 12.95%, 10-year 20.35%.

NWHQX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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