NWHLX Mutual Fund

NWHLX Mutual Fund

NAV$12.90
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Returns Overview

1 Month
-2.61%
3 Months
+0.08%
6 Months
+11.96%
YTD
+13.90%
1 Year
+21.04%
3 Years (annualized)
+22.23%
5 Years (annualized)
+11.55%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHLX 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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.90%
Peer Avg (YTD)
+9.89%
vs Peers
+4.01%

NWHLX Mutual Fund Performance

NWHLX performance across multiple time periods: 1-month -2.61%, YTD 13.90%, 1-year 21.04%, 3-year 22.23%, 5-year 11.55%, 10-year 9.56%.

NWHLX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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