NWHUX Mutual Fund

NWHUX Mutual Fund

NAV$40.62
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Returns Overview

1 Month
+6.50%
3 Months
+2.61%
6 Months
+44.68%
YTD
+27.95%
1 Year
+25.11%
3 Years (annualized)
+28.52%
5 Years (annualized)
+13.82%
10 Years (annualized)
+20.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHUX 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)
+27.95%
Peer Avg (YTD)
+16.41%
vs Peers
+11.54%

NWHUX Mutual Fund Performance

NWHUX performance across multiple time periods: 1-month 6.50%, YTD 27.95%, 1-year 25.11%, 3-year 28.52%, 5-year 13.82%, 10-year 20.74%.

NWHUX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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