NWHFX Mutual Fund

NWHFX Mutual Fund

NAV$17.82
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Returns Overview

1 Month
-4.52%
3 Months
-6.90%
6 Months
+9.74%
YTD
+15.92%
1 Year
+19.95%
3 Years (annualized)
+18.12%
5 Years (annualized)
+9.52%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHFX 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)
+15.92%
Peer Avg (YTD)
+10.34%
vs Peers
+5.58%

NWHFX Mutual Fund Performance

NWHFX performance across multiple time periods: 1-month -4.52%, YTD 15.92%, 1-year 19.95%, 3-year 18.12%, 5-year 9.52%, 10-year 10.19%.

NWHFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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