NWHVX Mutual Fund

NAV$10.81

Returns Overview

1 Month
+1.55%
3 Months
+7.83%
6 Months
-2.15%
YTD
-1.97%
1 Year
-8.32%
3 Years (annualized)
+2.84%
5 Years (annualized)
-0.53%
10 Years (annualized)
+8.28%

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
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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.97%
Peer Avg (YTD)
+10.82%
vs Peers
-12.78%

NWHVX Mutual Fund Performance

NWHVX performance across multiple time periods: 1-month 1.55%, YTD -1.97%, 1-year -8.32%, 3-year 2.84%, 5-year -0.53%, 10-year 8.28%.

NWHVX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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