NWHOX Mutual Fund

NWHOX Mutual Fund

NAV$35.22
See how much of NWHOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.45%
3 Months
+2.53%
6 Months
+44.50%
YTD
+27.74%
1 Year
+24.86%
3 Years (annualized)
+26.42%
5 Years (annualized)
+12.60%
10 Years (annualized)
+19.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHOX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+27.74%
Peer Avg (YTD)
+16.41%
vs Peers
+11.34%

NWHOX Mutual Fund Performance

NWHOX performance across multiple time periods: 1-month 6.45%, YTD 27.74%, 1-year 24.86%, 3-year 26.42%, 5-year 12.60%, 10-year 19.97%.

NWHOX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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