NWHVX Mutual Fund

NWHVX Mutual Fund

NAV$10.20
See how much of NWHVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.93%
3 Months
-4.30%
6 Months
+3.19%
YTD
-6.18%
1 Year
-10.81%
3 Years (annualized)
+4.66%
5 Years (annualized)
-0.69%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHVX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-6.18%
Peer Avg (YTD)
+6.72%
vs Peers
-12.90%

NWHVX Mutual Fund Performance

NWHVX performance across multiple time periods: 1-month -4.93%, YTD -6.18%, 1-year -10.81%, 3-year 4.66%, 5-year -0.69%, 10-year 8.70%.

NWHVX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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