NWHDX Mutual Fund

NWHDX Mutual Fund

NAV$17.65
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Returns Overview

1 Month
-4.55%
3 Months
-7.00%
6 Months
+9.55%
YTD
+15.62%
1 Year
+19.52%
3 Years (annualized)
+17.69%
5 Years (annualized)
+9.14%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHDX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.62%
Peer Avg (YTD)
+10.34%
vs Peers
+5.27%

NWHDX Mutual Fund Performance

NWHDX performance across multiple time periods: 1-month -4.55%, YTD 15.62%, 1-year 19.52%, 3-year 17.69%, 5-year 9.14%, 10-year 9.81%.

NWHDX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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