NWHSX Mutual Fund

NWHSX Mutual Fund

NAV$7.77
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Returns Overview

1 Month
-0.05%
3 Months
-0.78%
6 Months
+0.99%
YTD
+1.48%
1 Year
+7.27%
3 Years (annualized)
+2.69%
5 Years (annualized)
+5.30%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHSX 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 Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+2.69%
vs Peers
-1.20%

NWHSX Mutual Fund Performance

NWHSX performance across multiple time periods: 1-month -0.05%, YTD 1.48%, 1-year 7.27%, 3-year 2.69%, 5-year 5.30%, 10-year 5.01%.

NWHSX returns trail the peer average of 2.69% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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