NWKCX Mutual Fund

NAV$85.66
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Returns Overview

1 Month
+8.13%
3 Months
+14.51%
6 Months
+9.31%
YTD
+9.15%
1 Year
+5.83%
3 Years (annualized)
+6.86%
5 Years (annualized)
+1.87%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWKCX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+18.52%
vs Peers
-9.38%

NWKCX Mutual Fund Performance

NWKCX performance across multiple time periods: 1-month 8.13%, YTD 9.15%, 1-year 5.83%, 3-year 6.86%, 5-year 1.87%, 10-year 10.26%.

NWKCX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

NWKCX performance comparison shows side-by-side returns with another fund. NWKCX alternatives are available in the Mutual Fund Screener.