NEWCX Mutual Fund

NEWCX Mutual Fund

NAV$101.74
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Returns Overview

1 Month
-2.29%
3 Months
+4.23%
6 Months
+7.04%
YTD
+13.33%
1 Year
+26.32%
3 Years (annualized)
+14.38%
5 Years (annualized)
+5.43%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEWCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.33%
Peer Avg (YTD)
+17.66%
vs Peers
-4.33%

NEWCX Mutual Fund Performance

NEWCX performance across multiple time periods: 1-month -2.29%, YTD 13.33%, 1-year 26.32%, 3-year 14.38%, 5-year 5.43%, 10-year 9.19%.

NEWCX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

NEWCX vs another fund shows side-by-side returns. NEWCX alternatives are available in the Mutual Fund Screener.