NWHUX Mutual Fund

NAV$37.49

Returns Overview

1 Month
+3.85%
3 Months
+41.01%
6 Months
+24.90%
YTD
+24.70%
1 Year
+33.07%
3 Years (annualized)
+31.24%
5 Years (annualized)
+15.82%
10 Years (annualized)
+22.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+24.70%
Peer Avg (YTD)
+16.06%
vs Peers
+8.63%

NWHUX Mutual Fund Performance

NWHUX performance across multiple time periods: 1-month 3.85%, YTD 24.70%, 1-year 33.07%, 3-year 31.24%, 5-year 15.82%, 10-year 22.21%.

NWHUX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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