NWHMX Mutual Fund

NWHMX Mutual Fund

NAV$12.90
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Returns Overview

1 Month
-2.68%
3 Months
+0.01%
6 Months
+11.87%
YTD
+13.92%
1 Year
+21.05%
3 Years (annualized)
+22.24%
5 Years (annualized)
+11.55%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHMX 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)
+13.92%
Peer Avg (YTD)
+9.89%
vs Peers
+4.02%

NWHMX Mutual Fund Performance

NWHMX performance across multiple time periods: 1-month -2.68%, YTD 13.92%, 1-year 21.05%, 3-year 22.24%, 5-year 11.55%, 10-year 9.54%.

NWHMX 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.

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