NLCAX Mutual Fund

NLCAX Mutual Fund

NAV$51.07
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Returns Overview

1 Month
-4.99%
3 Months
+1.14%
6 Months
+4.42%
YTD
+2.53%
1 Year
+9.12%
3 Years (annualized)
+19.08%
5 Years (annualized)
+9.49%
10 Years (annualized)
+14.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NLCAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+6.23%
vs Peers
-3.70%

NLCAX Mutual Fund Performance

NLCAX performance across multiple time periods: 1-month -4.99%, YTD 2.53%, 1-year 9.12%, 3-year 19.08%, 5-year 9.49%, 10-year 14.74%.

NLCAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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