NWHVX Mutual Fund

NWHVX Mutual Fund

NAV$10.50
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Returns Overview

1 Month
+3.59%
3 Months
-1.52%
6 Months
+1.17%
YTD
-2.81%
1 Year
-4.37%
3 Years (annualized)
+7.65%
5 Years (annualized)
-1.63%
10 Years (annualized)
+9.21%

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)
-2.81%
Peer Avg (YTD)
+8.01%
vs Peers
-10.81%

NWHVX Mutual Fund Performance

NWHVX performance across multiple time periods: 1-month 3.59%, YTD -2.81%, 1-year -4.37%, 3-year 7.65%, 5-year -1.63%, 10-year 9.21%.

NWHVX returns trail the peer average of 8.01% 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.