NWHTX Mutual Fund

NWHTX Mutual Fund

NAV$41.02
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Returns Overview

1 Month
+6.49%
3 Months
+2.63%
6 Months
+44.73%
YTD
+28.05%
1 Year
+25.27%
3 Years (annualized)
+28.67%
5 Years (annualized)
+13.95%
10 Years (annualized)
+20.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHTX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+28.05%
Peer Avg (YTD)
+16.41%
vs Peers
+11.64%

NWHTX Mutual Fund Performance

NWHTX performance across multiple time periods: 1-month 6.49%, YTD 28.05%, 1-year 25.27%, 3-year 28.67%, 5-year 13.95%, 10-year 20.86%.

NWHTX 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.

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