NWHYX Mutual Fund

NAV$12.57

Returns Overview

1 Month
+0.96%
3 Months
+1.86%
6 Months
-5.63%
YTD
-2.26%
1 Year
-8.09%
3 Years (annualized)
+3.32%
5 Years (annualized)
-0.16%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHYX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-2.26%
Peer Avg (YTD)
+10.82%
vs Peers
-13.07%

NWHYX Mutual Fund Performance

NWHYX performance across multiple time periods: 1-month 0.96%, YTD -2.26%, 1-year -8.09%, 3-year 3.32%, 5-year -0.16%, 10-year 8.60%.

NWHYX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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