NEWCX Mutual Fund

NEWCX Mutual Fund

NAV$93.34
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Returns Overview

1 Month
-8.47%
3 Months
-7.89%
6 Months
-4.00%
YTD
+2.90%
1 Year
+5.54%
3 Years (annualized)
+16.32%
5 Years (annualized)
+4.06%
10 Years (annualized)
+8.41%

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
PROUpgrade to run
📉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)
+2.90%
Peer Avg (YTD)
+9.82%
vs Peers
-6.92%

NEWCX Mutual Fund Performance

NEWCX performance across multiple time periods: 1-month -8.47%, YTD 2.90%, 1-year 5.54%, 3-year 16.32%, 5-year 4.06%, 10-year 8.41%.

NEWCX returns trail the peer average of 9.82% 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.