NWCFX Mutual Fund

NWCFX Mutual Fund

NAV$61.92
See how much of NWCFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.26%
3 Months
+4.58%
6 Months
+7.64%
YTD
+5.41%
1 Year
+8.54%
3 Years (annualized)
+19.50%
5 Years (annualized)
+10.19%
10 Years (annualized)
+17.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCFX 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

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+6.23%
vs Peers
-0.83%

NWCFX Mutual Fund Performance

NWCFX performance across multiple time periods: 1-month -2.26%, YTD 5.41%, 1-year 8.54%, 3-year 19.50%, 5-year 10.19%, 10-year 17.02%.

NWCFX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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