NWHLX Mutual Fund

NAV$13.22

Returns Overview

1 Month
+1.54%
3 Months
+5.34%
6 Months
+8.72%
YTD
+14.16%
1 Year
+27.35%
3 Years (annualized)
+20.82%
5 Years (annualized)
+11.31%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHLX 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)
+14.16%
Peer Avg (YTD)
+8.71%
vs Peers
+5.45%

NWHLX Mutual Fund Performance

NWHLX performance across multiple time periods: 1-month 1.54%, YTD 14.16%, 1-year 27.35%, 3-year 20.82%, 5-year 11.31%, 10-year 9.68%.

NWHLX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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