NWHVX Mutual Fund

NWHVX Mutual Fund

NAV$10.06
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Returns Overview

3 Months
+2.23%
6 Months
-0.85%
YTD
-1.31%
1 Year
-6.64%
3 Years (annualized)
+4.66%
5 Years (annualized)
-0.69%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHVX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
+9.89%
vs Peers
-11.20%

NWHVX Mutual Fund Performance

NWHVX performance across multiple time periods: YTD -1.31%, 1-year -6.64%, 3-year 4.66%, 5-year -0.69%, 10-year 8.70%.

NWHVX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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