NWHQX Mutual Fund

NWHQX Mutual Fund

NAV$41.26
See how much of NWHQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.48%
3 Months
+2.59%
6 Months
+44.73%
YTD
+28.01%
1 Year
+25.24%
3 Years (annualized)
+26.82%
5 Years (annualized)
+12.95%
10 Years (annualized)
+20.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHQX 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)
+28.01%
Peer Avg (YTD)
+16.41%
vs Peers
+11.60%

NWHQX Mutual Fund Performance

NWHQX performance across multiple time periods: 1-month 6.48%, YTD 28.01%, 1-year 25.24%, 3-year 26.82%, 5-year 12.95%, 10-year 20.35%.

NWHQX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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