NWHTX Mutual Fund

NWHTX Mutual Fund

NAV$38.54
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Returns Overview

1 Month
+3.87%
3 Months
+41.02%
6 Months
+24.96%
YTD
+24.76%
1 Year
+33.19%
3 Years (annualized)
+31.39%
5 Years (annualized)
+15.94%
10 Years (annualized)
+22.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHTX 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
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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)
+24.76%
Peer Avg (YTD)
+16.06%
vs Peers
+8.70%

NWHTX Mutual Fund Performance

NWHTX performance across multiple time periods: 1-month 3.87%, YTD 24.76%, 1-year 33.19%, 3-year 31.39%, 5-year 15.94%, 10-year 22.33%.

NWHTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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