NWHVX Mutual Fund

NWHVX Mutual Fund

NAV$10.70
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Returns Overview

1 Month
+0.67%
3 Months
+2.73%
6 Months
-1.22%
YTD
-1.31%
1 Year
-6.95%
3 Years (annualized)
+4.42%
5 Years (annualized)
-0.32%
10 Years (annualized)
+8.12%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
+9.54%
vs Peers
-10.85%

NWHVX Mutual Fund Performance

NWHVX performance across multiple time periods: 1-month 0.67%, YTD -1.31%, 1-year -6.95%, 3-year 4.42%, 5-year -0.32%, 10-year 8.12%.

NWHVX returns trail the peer average of 9.54% 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.