NWWHX Mutual Fund

NWWHX Mutual Fund

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Returns Overview

1 Month
+0.22%
3 Months
+12.84%
6 Months
+12.19%
YTD
+11.26%
1 Year
+22.90%
3 Years (annualized)
+17.41%
5 Years (annualized)
+9.14%
10 Years (annualized)
+11.27%

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
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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)
+11.26%
Peer Avg (YTD)
+6.73%
vs Peers
+4.53%

NWWHX Mutual Fund Performance

NWWHX performance across multiple time periods: 1-month 0.22%, YTD 11.26%, 1-year 22.90%, 3-year 17.41%, 5-year 9.14%, 10-year 11.27%.

NWWHX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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