NWBCX Mutual Fund

NWBCX Mutual Fund

NAV$12.71
See how much of NWBCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.41%
3 Months
+2.42%
6 Months
+9.63%
YTD
+13.42%
1 Year
+20.91%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+13.42%
Peer Avg (YTD)
+8.76%
vs Peers
+4.66%

NWBCX Mutual Fund Performance

NWBCX performance across multiple time periods: 1-month 2.41%, YTD 13.42%, 1-year 20.91%.

NWBCX returns outperform the peer average of 8.76% 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.