NWHZX Mutual Fund

NWHZX Mutual Fund

NAV$72.13
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Returns Overview

1 Month
-0.44%
3 Months
+3.06%
6 Months
+0.20%
YTD
+3.87%
1 Year
+0.71%
3 Years (annualized)
+4.97%
5 Years (annualized)
-0.04%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHZX 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
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📉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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+15.20%
vs Peers
-11.33%

NWHZX Mutual Fund Performance

NWHZX performance across multiple time periods: 1-month -0.44%, YTD 3.87%, 1-year 0.71%, 3-year 4.97%, 5-year -0.04%, 10-year 8.86%.

NWHZX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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