NWBCX Mutual Fund

NWBCX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
+0.40%
3 Months
+4.18%
6 Months
+8.54%
YTD
+10.75%
1 Year
+21.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWBCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+6.99%
vs Peers
+3.76%

NWBCX Mutual Fund Performance

NWBCX performance across multiple time periods: 1-month 0.40%, YTD 10.75%, 1-year 21.46%.

NWBCX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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