NWHYX Mutual Fund

NWHYX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
+0.71%
3 Months
+2.83%
6 Months
-1.09%
YTD
-1.09%
1 Year
-6.67%
3 Years (annualized)
+4.68%
5 Years (annualized)
-1.00%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHYX 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)
-1.09%
Peer Avg (YTD)
+9.54%
vs Peers
-10.63%

NWHYX Mutual Fund Performance

NWHYX performance across multiple time periods: 1-month 0.71%, YTD -1.09%, 1-year -6.67%, 3-year 4.68%, 5-year -1.00%, 10-year 8.44%.

NWHYX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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