NWHWX Mutual Fund

NWHWX Mutual Fund

NAV$2.67
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Returns Overview

1 Month
+0.38%
3 Months
-1.49%
6 Months
+1.15%
YTD
+3.11%
1 Year
-37.50%
3 Years (annualized)
-18.05%
5 Years (annualized)
-3.46%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHWX 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)
+3.11%
Peer Avg (YTD)
+6.42%
vs Peers
-3.30%

NWHWX Mutual Fund Performance

NWHWX performance across multiple time periods: 1-month 0.38%, YTD 3.11%, 1-year -37.50%, 3-year -18.05%, 5-year -3.46%, 10-year 2.91%.

NWHWX returns trail the peer average of 6.42% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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