NWHDX Mutual Fund

NAV$18.42

Returns Overview

1 Month
+0.93%
3 Months
+6.78%
6 Months
+16.36%
YTD
+22.64%
1 Year
+39.40%
3 Years (annualized)
+19.80%
5 Years (annualized)
+9.84%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHDX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.64%
Peer Avg (YTD)
+18.52%
vs Peers
+4.11%

NWHDX Mutual Fund Performance

NWHDX performance across multiple time periods: 1-month 0.93%, YTD 22.64%, 1-year 39.40%, 3-year 19.80%, 5-year 9.84%, 10-year 10.62%.

NWHDX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

NWHDX performance comparison shows side-by-side returns with another fund. NWHDX alternatives are available in the Mutual Fund Screener.