NWHZX Mutual Fund

NAV$74.51

Returns Overview

1 Month
-2.87%
3 Months
-0.07%
6 Months
-3.71%
YTD
+2.50%
1 Year
+5.43%
3 Years (annualized)
+6.52%
5 Years (annualized)
+1.52%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWHZX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+18.52%
vs Peers
-16.02%

NWHZX Mutual Fund Performance

NWHZX performance across multiple time periods: 1-month -2.87%, YTD 2.50%, 1-year 5.43%, 3-year 6.52%, 5-year 1.52%, 10-year 9.86%.

NWHZX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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