NWCCX Mutual Fund

NWCCX Mutual Fund

NAV$35.64
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Returns Overview

1 Month
+1.35%
3 Months
-1.85%
6 Months
+11.94%
YTD
+6.19%
1 Year
+9.92%
3 Years (annualized)
+28.27%
5 Years (annualized)
+17.13%
10 Years (annualized)
+21.17%

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
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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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+8.51%
vs Peers
-2.32%

NWCCX Mutual Fund Performance

NWCCX performance across multiple time periods: 1-month 1.35%, YTD 6.19%, 1-year 9.92%, 3-year 28.27%, 5-year 17.13%, 10-year 21.17%.

NWCCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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