NWCCX Mutual Fund

NWCCX Mutual Fund

NAV$34.98
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Returns Overview

1 Month
-2.32%
3 Months
+4.32%
6 Months
+7.08%
YTD
+4.77%
1 Year
+7.42%
3 Years (annualized)
+18.19%
5 Years (annualized)
+8.98%
10 Years (annualized)
+15.69%

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)
+4.77%
Peer Avg (YTD)
+6.23%
vs Peers
-1.46%

NWCCX Mutual Fund Performance

NWCCX performance across multiple time periods: 1-month -2.32%, YTD 4.77%, 1-year 7.42%, 3-year 18.19%, 5-year 8.98%, 10-year 15.69%.

NWCCX returns trail the peer average of 6.23% 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.