NWCSX Mutual Fund

NWCSX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
+0.45%
3 Months
-1.53%
6 Months
-3.74%
YTD
-0.10%
1 Year
+2.29%
3 Years (annualized)
+0.87%
5 Years (annualized)
-3.35%
10 Years (annualized)
-1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCSX 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)
-0.10%
Peer Avg (YTD)
+0.56%
vs Peers
-0.66%

NWCSX Mutual Fund Performance

NWCSX performance across multiple time periods: 1-month 0.45%, YTD -0.10%, 1-year 2.29%, 3-year 0.87%, 5-year -3.35%, 10-year -1.51%.

NWCSX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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