NLCCX Mutual Fund

NLCCX Mutual Fund

NAV$30.10
See how much of NLCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.04%
3 Months
+0.93%
6 Months
+4.04%
YTD
+2.08%
1 Year
+8.28%
3 Years (annualized)
+18.21%
5 Years (annualized)
+8.65%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NLCCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+6.23%
vs Peers
-4.15%

NLCCX Mutual Fund Performance

NLCCX performance across multiple time periods: 1-month -5.04%, YTD 2.08%, 1-year 8.28%, 3-year 18.21%, 5-year 8.65%, 10-year 13.87%.

NLCCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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