NWHZX Mutual Fund

NWHZX Mutual Fund

NAV$72.59
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Returns Overview

1 Month
-4.24%
3 Months
+3.75%
6 Months
+1.15%
YTD
+4.32%
1 Year
+2.99%
3 Years (annualized)
+3.97%
5 Years (annualized)
-0.22%
10 Years (annualized)
+8.94%

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)
+4.32%
Peer Avg (YTD)
+15.31%
vs Peers
-10.99%

NWHZX Mutual Fund Performance

NWHZX performance across multiple time periods: 1-month -4.24%, YTD 4.32%, 1-year 2.99%, 3-year 3.97%, 5-year -0.22%, 10-year 8.94%.

NWHZX returns trail the peer average of 15.31% 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.