NWWHX Mutual Fund

NWWHX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-1.12%
3 Months
-0.85%
6 Months
+3.21%
YTD
+10.41%
1 Year
+13.26%
3 Years (annualized)
+19.82%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWWHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+6.22%
vs Peers
+4.19%

NWWHX Mutual Fund Performance

NWWHX performance across multiple time periods: 1-month -1.12%, YTD 10.41%, 1-year 13.26%, 3-year 19.82%, 5-year 8.23%, 10-year 10.89%.

NWWHX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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