NWCCX Mutual Fund

NAV$35.19

Returns Overview

1 Month
-0.85%
3 Months
+21.18%
6 Months
+6.87%
YTD
+7.27%
1 Year
+11.70%
3 Years (annualized)
+29.64%
5 Years (annualized)
+19.33%
10 Years (annualized)
+21.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+8.97%
vs Peers
-1.71%

NWCCX Mutual Fund Performance

NWCCX performance across multiple time periods: 1-month -0.85%, YTD 7.27%, 1-year 11.70%, 3-year 29.64%, 5-year 19.33%, 10-year 21.86%.

NWCCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

NWCCX performance comparison shows side-by-side returns with another fund. NWCCX alternatives are available in the Mutual Fund Screener.