NWCPX Mutual Fund

NWCPX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
+0.34%
3 Months
-0.80%
6 Months
-2.16%
YTD
-0.34%
1 Year
+1.88%
3 Years (annualized)
+4.22%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+0.56%
vs Peers
-0.90%

NWCPX Mutual Fund Performance

NWCPX performance across multiple time periods: 1-month 0.34%, YTD -0.34%, 1-year 1.88%, 3-year 4.22%, 5-year -0.11%, 10-year 1.66%.

NWCPX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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