NWHJX Mutual Fund

NAV$13.11

Returns Overview

1 Month
+2.26%
3 Months
+5.13%
6 Months
+7.72%
YTD
+13.70%
1 Year
+27.02%
3 Years (annualized)
+20.48%
5 Years (annualized)
+10.96%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHJX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+8.71%
vs Peers
+4.99%

NWHJX Mutual Fund Performance

NWHJX performance across multiple time periods: 1-month 2.26%, YTD 13.70%, 1-year 27.02%, 3-year 20.48%, 5-year 10.96%, 10-year 9.30%.

NWHJX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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